Designating Expenses as Billable and/or Reimbursable

Billable Expenses

Marking a Single Expense as Billable

In order to mark expenses as Billable upgrade to the Professional plan or higher. Once you have done so you will see a checkbox for “Billable” in the expense editor. 

Defaulting All Expenses as Billable

If you want all of your expenses to default as Billable, go to Settings > Preferences and create an expense rule. Put a period “.” in the When the Merchant name contains box. Then, choose “Yes” for Billable. If you want this to apply to all past expenses as well, check the box for “apply to matching past expenses”.

Reimbursable Expenses

Marking a Single Expense as Reimbursable

In order to mark expenses as Reimbursable upgrade to the Team plan or higher. Once you have done so you will see a checkbox for “Reimbursable” in the expense editor. 

Defaulting Expenses as Reimbursable

In order to default expenses from a specific credit card or bank as Reimbursable, go to Settings > Credit Cards and click “edit” next to the card in question. Then, check the box for “Reimbursable”. 

To have manually created expenses default as Reimbursable, follow the same process as above for billable expenses and choose “Yes” for Reimbursable.