If you re-bill some of your expenses back to your clients, you have the option to enable a billable field in your expenses.
Activate Billable Toggle
1. Navigate to the Expense Policies page from the Admin Sidebar.
2. Scroll down to the Additional Options section, 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 SVB T&E and map it to your customer list from QuickBooks in order for this sync to work. See Using Expense Fields in SVB T&E for details on creating expense fields.
Once this is set up, expenses will arrive in QuickBooks mapped to a customer.
*Please note: Customer mapping is currently only available for Quickbooks Online.
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, we need to send over “Billable” or “NotBillable”.
- If a GL can’t be billable and we send over “Billable” or “NotBillable” it will trigger an error.
Currently, SVB T&E sends it over any time a customer is set because we don’t know if the GL can or can’t be billable.