Expense Tab Dialog Boxes
Dialog boxes that open from the Expense tab in Interactive Billing are related to expense transactions for billing invoices.
- Related Topics:
- Billing Expense Delete Dialog Box
Use this dialog box in Interactive Billing to remove an expense transaction or a portion of it from the set of billable transactions in Interactive Billing and not bill it on any invoice. - Billing Expense Hold Dialog Box
Use this dialog box in Interactive Billing to specify that all or part of an expense transaction amount be held back from being billed on the current invoice. - Billing Expense Insert Dialog Box
Use this dialog box to insert an expense transaction in Interactive Billing to include on a billing invoice. - Billing Expense Modify Dialog Box
Use this dialog box to modify certain expense transaction details, such as the description, date, amount, or tax code overrides. - Billing Expense Release Dialog Box
Use this dialog box in Interactive Billing if you want to bill only part of an expense transaction's amount for a project. - Billing Expense Summary Dialog Box
Use this dialog box to view a summary of the cost and billing extension amounts for unbilled expense transactions, grouped by their billing status—Bill, Hold, Write-Off, and Delete. - Billing Expense Transfer Dialog Box
For the selected transaction, use the Billing Expense Transfer dialog box to reclassify transactions within the same project, phase, or task or to transfer transactions to another project, phase, or task. - Billing Expense View Dialog Box
Use the Billing Expense View dialog box to view expense detail information, such as the transaction date, the associated expense account, and the total amount of the transaction. - Billing Expense Write-off Dialog Box
Use this dialog box in Interactive Billing to specify that all or part of the expense amount for a transaction be written off and not collect on any invoice. You can write off expense transactions that have a status of Bill, Hold, or Delete. You can write off the entire transaction or a portion of it.
Parent Topic: Fields and Options