Adding an Expense Credit
When you add an expense under My Expenses, you can add a negative amount to record an expense credit. You may want to do this if you were reimbursed by a company in the form of a credit on account or if you are able to reduce expenses for a project by improving efficiencies.
To record an expense credit, go to Home > My Expenses. Then either navigate to the Expense Items page or use the ellipsis actions to add a new expense item and enter a negative value in the Amount field.
Notice
To have the expense credit impact your customer’s expense sheet and project profitability, make sure to associate the item with an Expense Sheet.
You will see the credit when you bill your customer their expenses. The invoice will reflect the adjusted amount due.
Note
You cannot bill your customer for expenses if you credit more than your recorded expenses, i.e, you cannot bill yourself!
You will also see the credit when you review the project expense report and on the project metrics tab.
