If you re-bill some of your expenses back to your clients, you have the option to enable a Billable toggle on your organization's expense submission form.
Activate Billable Toggle
1. Navigate to the Spend Policy screen from the Admin Sidebar.
2. Scroll down to the Additional Options pane and click the Billable Expenses toggle to enable the feature.
3. Once this feature is enabled, a Billable toggle will appear on the expense submission form.
Sync Billable Expenses into QuickBooks
QuickBooks requires billable expenses to also have a Customer, so you must create a Customer expense field in Emburse Spend and map it to your customer list from QuickBooks in order for this sync to work. See Using Expense Fields in Emburse Spend for details on creating expense fields.
Once this is set up, expenses will arrive in QuickBooks mapped to a customer.
Billable vs. NotBillable Expenses
Billable options are set on the GL level in QuickBooks. If a Customer is set on an expense and the GL can be billable, Emburse Spend needs to send over “Billable” or “NotBillable.”
Currently, Emburse Spend sends this over any time a customer is set because we don’t know if the GL can or can’t be billable.
Sync Billable Expenses into Sage Intacct
The Billable feature on Sage Intacct applies to reimbursable expenses only. It is expected behavior that corporate card transactions will not sync over and be marked as Billable.
The Billable flag should be sent over with reimbursable expense items when the customer field is mapped either by default or on the expense item. This will be the expense item level on the associated bill created on export.
Sync Billable Expenses into NetSuite
Emburse Spend is not able to sync billable expenses to NetSuite; the billable flag will not populate in NetSuite if the expense is marked as billable in Spend.