Create an expense
In VOGSY, an expense is money that was spent by an employee for a project. You can invoice the customer for these expenses under the following circumstances:
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The expense is recorded against a Time and Materials deliverable.
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The expense’s Expense type is billable.
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The expense is approved.
To learn how to invoice a cost, which is money spent by the company for a project, see Add project costs to an invoice. |
To add a billable expense to an invoice, do the following:
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Click
Expenses.
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Click
to open the Expenses form.
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Fill in the amount of the purchase and the date of the purchase.
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Select the expense type from Type of expenses drop-down list.
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If the expense type you selected is billable, the Project drop-down list will appear. Begin typing in the name of the project and select it when it appears in the search field.
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The Deliverables drop-down will appear. Select the appropriate deliverable from the drop-down list.
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Click
to add a copy of the receipt and any other relevant documents.
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If the employee should be reimbursed for the expense, select the Reimburse checkbox.
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Fill out the rest of the form. The Description field is optional.
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Click Save. The expense record will be added to the Expense view and it will also be add to the Expense claims back office application.
To access back office applications you must have the Support staff role.