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Billable and Reimbursable Status

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When adding an expense to your expense report, you are given the option to classify each expense as Billable or Non-Billable, and Reimbursable or Non-Reimbursable. This article shows you when you should classify an expense as billable and/or reimbursable.

Billable - An expense should be classified as billable if it needs to be paid by a third party, such as an outside client or vendor

Non-Billable - If the expense does not involve a third party or outside vendor, the expense should not be classified as billable

Reimbursable - An expense should be classified as reimbursable if it is something a user paid out of pocket and needs to be reimbursed by the company; any expenses charged to a personal credit card should be classified as reimbursable

Non-Reimbursable - An expense is classified as non-reimbursable if the user does not expect to be reimbursed; anything charged on a company credit card should be classified as non-reimbursable

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Comments

  • Avatar
    Gregory Delisle

    My report doesn't ask about reimbursable when I am editing it, but when I submit it and open it back up everything is show as reimbursable. How is this happening??

  • Avatar
    Andrew McFarland

    Hello Gregory,

    Your company has hidden the reimbursable status from view. All expenses will default to reimbursable automatically. Imported expenses from your credit card, however, will default to non-reimbursable automatically.

    -Certify Support

  • Avatar
    Elaine Hennessy

    Hi is it possible to have separate schedules for credit card expenses (non-reimbursable) and cash expenses (reimbursable).. I want to set up a schedule to remind the users to submit their company credit card expenses on a certain schedule to reconcile with their card statement but want their cash expenses kept entirely separate, we pay cash expenses twice monthly so I would like a schedule or automatic reminder for this too?
    Thanks, Elaine

  • Avatar
    Allison Dickey

    Hello Elaine,

    We have reached out to you through email to gather more information.

    Regards,
    Certify Support

  • Avatar
    Djanas

    Was there any luck on the seperate cash vs. company paid expenses?

  • Avatar
    Candice Camfferman

    Hello Dylan,

    I will follow up with you via email.

    -Certify Support