Once you turn off the billable expense setting the system will no longer provide the function to mark future expenses as Billable, but existing billable expenses will remain until applied to an invoice or unchecked as a billable expense on:
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Bills
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Checks/Cheques
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Expenses
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Time Activities
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Vendor/Supplier Credits
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Credit Card Credits
First, turn the billable expenses setting back on:
- Choose Gear icon > Company Settings (or Account and Settings depending on what you see).
- From the menu on the left, select Expenses.
- Click the pencil to the right of Bills and Expenses.
- Check the box to select Make expenses and items billable.
- Click Save.
- Click Done on the bottom right.
To uncheck a billable expense from a check/cheque, bill, expense, vendor/supplier or credit card credit:
- Choose Reports on the left side menu.
- In the report search box search for the Unbilled Charges report.
- From the report, click on the billable expense or the time charge that you want to remove.
- For Billable Expenses, click the link at the top right that says Marked as billable.
- Uncheck the Billable box then click Save and Close.
- For time activities, uncheck the Bill box then Save and Close.
- If the transaction is associated with a Bill that has been paid you will see: The transaction you are
editing is linked to others. Are you sure you want to modify it? Click Yes then Save and Close. - After saving the change, return to the report and repeat for each billable expense.
- Once completed, go back to Gear icon > Company Settings to turn billable expenses back off.
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