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Invoicing for Employee or Vendor Expenses

If you need to invoice a customer for expenses, you can keep track of the expenses on an expense report and then enter the information on the invoice from the expense report. For information about keeping track of expenses, see Using Expense Reports.

In the Import Job Related Expenses dialog box, the Employee Out-Of-Pocket Expenses area lists each employee who has incurred expenses for this job. The Other Related Expenses area lists expenses charged by your contractors or vendors that you need to charge your customers or other transactions related to the job (such as cash payments).

To include information from an existing expense report on an invoice:

1. In the Invoices dialog box, click Import Expenses above the Invoice Line Items area.
2. In the Import Job Related Expenses dialog box, select the check box for each employee’s (or contractor’s) expenses you want to include on the invoice.
   To quickly select all items in either area, click Select All and then clear the check boxes for employees (or contractors/vendors) that you don’t want to include.
3. To enter the information in the Invoice Line Items area of the invoice, click Import.
   Each selected item in the Import Job Related Expenses dialog box appears as a separate line item on the invoice.