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Planview Customer Success Center

Billable Expenses are linked to unbillable GL Codes v2012

Symptoms

We entered billable expenses however in the expense report, the GL codes expense are those that should be for non-billable expenses, in "Reimbursable Account' section.


Reason

Configuration


 

Resolution

Check the "Expense Billing" type defined at Engagement Level : the "GL Codes" are linked to unbillable codes if the engagement of the project linked to the expense has the option "Expense Billing" set to "No Expense".

This option “Expense Billing” specifies the portion of the expenses for the engagement that will be billed to the customer.
With the option “No Expense”, the expenses were considered as unbillable. With option “All expenses”, the entire expenses will be billed, and so on, with percentage option.