How to set an item as billable?

stanpool Expensify Customer Posts: 1 Expensify Newcomer


  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team

    Hi @stanpool, welcome to the Community! The ability to mark an expense as billable needs to first be enabled at the policy level. To do this, navigate to your Settings > Policies > click on [policy name] > Expenses tab. From there, you'll want to set a preference for re-billing to clients. (Below)

    Once billable expenses are enabled, you can check the box at the expense level to mark the expense as billable. (Below)

    I hope this helps!