Replies posted by Karen Jepsen

3 Replies

K
Beginner
Karen JepsenBeginner
asked in Ask a Peer

Tracking client expenses

Thanks Max.Yes it’s a manual task and that’s what I’m trying to avoid.Would be a great if you could add expenses to templates. It would also be great if expenses followed through to the work reports.We invoice monthly and I use the WIP, Budget in work items to invoice any clients that aren’t engaged.Because expense don’t show on the report I have to into each work item and check them manually. 

3
K
Beginner
1 year ago
Ciara Danofrata ABB
Beginner
Ciara Danofrata ABBBeginner
asked in Ask a Peer

Time and Budget - Expenses on a Repeating Work Item

 

6
Ciara Danofrata ABB
Beginner
1 year ago
Ciara Danofrata ABB
Beginner
Ciara Danofrata ABBBeginner
asked in Ask a Peer

Time and Budget - Expenses on a Repeating Work Item

I’m looking for a way to do this as well. If expenses were added to Templates then this could work.  

6
Ciara Danofrata ABB
Beginner
1 year ago

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