When adding an expense to your expense report, you are given the option to classify each expense as Billable or Non-Billable, and Reimbursable or Non-Reimbursable.
This article will show you, a Certify Admin, definitions of billable and reimbursable statuses as well as how to default billable and reimbursable statuses.
Please Note: If you do not see these options available, please contact your Customer Success Manager to enable them.
Billable - An expense should be classified as billable if it needs to be paid by a third party, such as an outside client or vendor
Non-Billable - If the expense does not involve a third party or outside vendor, the expense should not be classified as billable
Reimbursable - An expense should be classified as reimbursable if it is something a user paid out of pocket and needs to be reimbursed by the company; any expenses charged to a personal credit card should be classified as reimbursable
Non-Reimbursable - An expense is classified as non-reimbursable if the user does not expect to be reimbursed; anything charged on a company credit card should be classified as non-reimbursable
To default Billable and Reimbursable statuses:
Step 1: On your Certify homepage, click Configuration.
Step 2: Click View and Edit Departments.
Step 3: Search for the Department you'd like to edit by entering a Department Name or Department Code. Alternatively, you can click Submit to see a list of all Departments.
Step 4: Choose which Department you'd like to edit by clicking the pencil icon.
Step 5: From here, you can choose to Hide Billable or Hide Reimbursable department-wide.
- Select Yes if all expenses from this department should always be automatically marked Billable or Reimbursable.
- Select No if all expenses from this department should not be automatically marked Billable or Reimbursable.
Step 6: Additionally, you can default your Billable status by Expense Category. Going back to the Configuration page, click View and Edit Expense Categories.
Step 7: Enter your search criteria, or click Submit to see a full list of expense categories.
Step 8: Click the pencil icon to edit an expense category.
Step 9: From here, you can choose to Hide Billable for this expense category.
- Select Yes if all expenses in this expense category should always be automatically marked Billable.
- Select No if all expenses in this expense category should not be automatically marked Billable.