The Expense Details screen shows expense entries and related information of the selected records in the Billing Review grid. This screen enables you to review expense entries before processing the invoices. You can also mark expense entries as "billed" to remove them from future processing (marked billed in the Expense Log database) or exclude them from the billing records. You must have the proper security permissions to view and edit Expense Details.
This screen is accessed by clicking View Expense Details in the drop down of a record listed on the Billing Review screen. You can sort the grid details by clicking on the column heading.
Field Chooser:
Click 
to open the Field Chooser that
allows you to hide or show columns in the grid. By default, the fields
are unchecked. Check them if you want to show them in the grid.
Ex:
If you would like a particular expense entry to be excluded from processing, click in the Ex check box.
MB:
Check "MB" option to mark the expense entry as billed, even if the invoice is not processed. This removes it from future processing.
B:
Billable status for the expense entry. Yes/No status indicates if the expense entry is billable or not.
Date:
This column displays the date of each expense entry.
Project ID:
The Project ID for which the expense entry was recorded.
Description:
Displays the description of the expense entry.
Employee ID:
ID of the Employee who incurred the expense charged to the project.
Expense ID:
ID of the expense that was incurred.
Units:
Number of units recorded for the expense. It will be multiplied by the per unit Cost to determine the total Cost Amount.
Amount:
Charge Amount computed and recorded for the expense. The charge amount of the expense entry is computed by following formula:
[Cost Amount x (1 + MU)] x [1 + (Tax 1 + Tax 2 + Tax 3)].
Cost:
The default cost rate of the expense. This should represent per unit cost, excluding any markups and taxes for proper expense tracking.
MU:
Markup percentage applied to an expense to increase its billable value. You can edit it here by entering a dollar or percentage value. To enter a value in dollars, enter the $ symbol as well, and BillQuick Online will reverse calculate the percentage markup.
Memo:
You can click the plus + sign to add, view and update the memo associated with the expense entry, if any. You can also add a new memo or edit an existing one for the selected expense entry.
Billing Review Expense Details Button Panel
Help:
Opens the BillQuick Online Help.
Options:
Exclude All:
If you would like to exclude all time entries displayed on the grid from processing, click Exclude All.
Rows:
The number of rows in the grid to be displayed on the page.
Return:
Click to return to Billing Review screen.