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Changing the status of a reimbursable expense

Changing a status does not affect the transaction

If you change the status of a reimbursable expense, the original transaction on which you recorded the expense is not affected. If you want to remove the expense from the original expense transaction or from the invoice, you will need to edit or delete the transaction.

To change the status of a reimbursable expense

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  1. Go to the Lists menu and select Jobs. The Jobs List window appears.

  2. Select the job for which you want to edit an expense and click Edit. The Job Information window appears.

  3. Click Reimburse. The Job Reimbursable Expenses window appears.

  4. If you want to change the status of a reimbursable expense to Reimbursed/Removed:

    1. In the To Be Reimbursed tab, click in the select column next to each expense you no longer want to reimburse.

    2. Click Remove from List. The expenses you selected are transferred to the Reimbursed/Removed tab.

  5. If you want to reset the status of a reimbursed expense to To Be Reimbursed:

    1. Click the Reimbursed/Removed tab.

    2. Click in the select column next to each expense whose status you want to change.

    3. Click Remove from List. The expenses you selected are transferred to the To Be Reimbursed tab.

  6. Click Cancel. The Job Information window reappears.

  7. Click OK.