Customer Reimbursable Expenses/jobs

Question

Hi,&nbsp;We often have to make extra purchases on a job and when we do, we use the track expenses function for the job and then invoice the client the expenses via the Customer reimbursable function.&nbsp;&nbsp;I have run a report on the items listed in the "reimbursed/removed" tab (of which goes back years and there is no where to report by date) Thank goodness I was able to then export to excel.&nbsp;I have noticed some items have not been invoiced, however are appearing as reimbursed.&nbsp; Is there a way of seeing to what invoice the reimbursed items were actually invoiced on via the Customer Reimbursable Expense&nbsp;To do his manually is going to take really long time and I will have to open each invoice indiviually, and cross reference to see what was actually on the invoice.&nbsp;I hope this all makes sense.

shella_a · Answer

Hi Here,
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To ensure your reimbursement is automatically tracked to the invoiced item, make sure it is created correctly. See this link for more details with this. If you're looking for alternatives to manually grouping and subtotaling, consider adding notes or using a job code that you can allocate to the reimbursed item to make it easier. Since reports on reimbursement expenses contain less information than what your business needs, I recommend sharing this suggestion with our MYOB AccountRight Product Ideas Exchange board for feature consideration.
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Regards,
Shella

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