Travel reimbursement simplifies travel expense reporting, billing and reimbursement.
Users create Travel reimbursements by entering expenses for transportation, accommodation and per diems in relation to sales cases and projects. Receipts are attached electronically, and the request is then submitted for approval. Supervisors and managers locate travel reimbursements, and are able to review, edit, export and approve expenses.
Once approved, expenses are automatically available for billing for projects where billing is enabled.
Travel reimbursement is available in Business, Platinum and Enterprise versions.
Travel expenses entered through Time & Expenses or Travel reimbursement can be found from the Financials tab of your project. Expenses are listed as Billable, Billed or Non-billable.
Billable expenses are handled the same way as billable fees, and will automatically be added to customers next invoice. On the invoice, expenses can be edited, grouped and removed as desired.
If travel expenses are shown as non-billable on your project and are not automatically shown on customer’s invoice, check project pricing and verify that travel rates have a price and are marked as billable from customer.
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