I’d like to book expenses against an imprest and then be able to bill our customer for those expenses. What is the best way to do this?
In 1 report, I’d like to be able to see which expense claims have been billed and paid for and which haven’t.
Is it possible to generate a sales order from an expense claim?
Thanks for the link. I had seen it before posting and it is helpful but it doesn’t tell me how to bill an expense claim to a customer.
Can we customize it so that I can generate a sales order from an expense claim?
You can add custom fields for “Billable” and “Sales Order” to keep track if you have billed it back to the customer.