Tip of the Week: Mark Task/Expense Codes ‘Billable’, ‘Non-billable’, or ‘No Charge’

Marking Task/Expense Codes as ‘Billable’, ‘Non-Billable’, or ‘No Charge’ makes managing billable types for Tasks and Expenses so much easier. Today’s Tip of the Week will show our users how to specify the billable type for a Task/Expense Code.

Click on Time>Settings>Task Codes tab, or Expense>Settings>Expense Codes tab.

To edit an existing Task/Expense Code, click on the name of the code in the far left column. In the dialog box, you will see a dropdown where you will be able to select the billable type for that particular Task/Expense Code.

• Billable – the amount will be included in the invoice.
• Non-Billable – the amount will not be included or appear on the invoice. It is in the background for reporting purposes.
• No Charge – will show on an invoice, but with a zero dollar amount (it will appear as ‘No Charge’ written next to the entry).

Upon saving these changes, a success message will appear: “The default Billable Type for the Task Code has been overridden”. You can now generate Invoices/Reports for Billable Task/Expense with the actual amount provided while creating an entry.