I'm looking for a way to track reimbursable expenses with out it contributing to the project total. On every project, I have expenses that I bill for but they of course do not come off my contract amount. So I need some way of seeing what's billed as an expense and everything else.
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Rob Sherrard - Imageer Debt/Credits have four different Item Mode possibilities. Billable, Non-Billable, Purchase Order and Estimated. Only Billable shows up on Invoices. You might choose to tag certain Items as Purchase Order so they are attached to a client and project, and can be tracked with a custom summary report, but not show up on your invoice.
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Greg Guarnaccia Rob,
Thanks so much for your quick reply. I appreciate your efforts. I looked at using Purchase Orders after I saw your post and this is an interesting option. Unfortunately I don't think it will work as I need my Reimbursable Expenses to be billable but I want to be able to exclude their value from summaries, reports and the main project dashboard view that shows billable vs estimated. This way I can see profitability as well as track how close to my billing limit I am at any given point in a project. This is also true for discounts. If I have to give a client a discount because I've reached my billing limit and couldn't finish the project for the fee I quoted, I still want to show them the hours and their value on an invoice without charging them. So I apply a discount to zero out that overage. I need to track this extra hours and their value so I want to exclude the discount from the same places as the Reimbursable Expenses.
I guess this will need to be a feature request.
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