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How-to: Set up billable expenses for a company policy

Stevie LaFortuneStevie LaFortune Expensify Team Posts: 153 Expensify Team
edited December 2019 in How-to Docs

Billable expenses refer to expenses you or your employees incur that need to be re-billed to a specific client or vendor.

If you need to track expenses for the purpose of billing them to customers, clients or other departments, Expensify can help!

Setting up billable expenses for a company policy

When setting up a group policyConcierge will ask you in the Inbox if your company re-bills expenses to customers.

  1. If you don't, then select Never which will turn this feature off.
  2. If you only re-bill some expenses, select Sometimes which will enable the billable expenses feature and set the default preference on new expenses to Non-Billable.
  3. If you re-bill most or all expenses, select Alway which will enable the billable expenses feature and set the default preference on new expenses to Billable.

If you want to change your settings after setting up your policy, you can easily do that on the Expenses page within the Policy Settings. This is found by clicking Settings > Policies > Group > [Policy Name]  > Expenses.

If your policy is connected to Xero, QuickBooks Online, NetSuite or Intacct, you can export billable expenses to be invoiced to customers. To set this up, go to the Coding tab in the Connection configuration settings and for:

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