From adfebe2283d878ec798fddde7679506b19ea1d5f Mon Sep 17 00:00:00 2001 From: Rachael Hopkins <32854888+RachCHopkins@users.noreply.github.com> Date: Tue, 30 Jul 2024 18:30:03 +1200 Subject: [PATCH 1/2] Update Expense-Types.md --- .../expenses/Expense-Types.md | 51 +++++++++---------- 1 file changed, 25 insertions(+), 26 deletions(-) diff --git a/docs/articles/expensify-classic/expenses/Expense-Types.md b/docs/articles/expensify-classic/expenses/Expense-Types.md index 9d19dbb4f9ba..4a99e2cc0ee6 100644 --- a/docs/articles/expensify-classic/expenses/Expense-Types.md +++ b/docs/articles/expensify-classic/expenses/Expense-Types.md @@ -3,42 +3,41 @@ title: Expense Types description: Details of the different Expense filters and Expense Types --- -# Overview -Expense types help categorize different expenses for better financial management. While reimbursable and non-reimbursable expenses are common, Expensify offers various other options to suit your needs. Let's explore the available expense types. +## Organize a Report by Expense Type +Organizing a report by expense type can make it easier to review expenses on a report. -# How To -## Filtering a Report by Expense Type -Organizing a report by expense type can make it easier to review expenses on a report. -- Open the report you're interested in. -- Click the **Details** icon in the upper right corner of the report, -- Change the “View” to **Detailed** and “Split by” **Reimbursable** or **Billable**. -- You’ll also see the option to **Group by Category** or **Tags**. +1. Open the desired report. +2. Click Details in the upper right corner of the report. +3. Click the View dropdown and select Detailed. +4. Click the Split by dropdown and select Reimbursable or Billable. +To group the expenses by category or tag, you can also click the Group by dropdown and select Category or Tags. -# Deep Dive -Each report will show the total amount for all expenses in the upper right. Under that total, there will be a breakdown of amounts that are reimbursable, billable, and non-reimbursable (depending on which of those expense types exist on the report). +## Identify Expense Types +The right side of every report provides the total for all the expenses. Under the total, there is a breakdown of reimbursable, billable, and non-reimbursable amounts (depending on the expense types that exist on the report). -## Expense Types -- **Reimbursable Expenses:** Employees pay for these expenses out of their pockets on behalf of the business and are usually reimbursed. They often come from cash, debit cards, or personal credit card purchases. -- **Non-reimbursable Expenses:** The business directly covers these expenses, so there's no need to reimburse the employee. Typically, these expenses are company card expenses. -- **Billable Expenses:** Business or employee expenses must be billed to a specific client or vendor. Choose this option if you need to track expenses for invoicing to customers, clients, or other departments. -- **Per Diem Expenses:** These expenses involve a daily or partial daily rate you can configure in your expense Workspace. -- **Time Expenses:** Employees or jobs are billed based on an hourly rate that you can set within Expensify. -- **Distance Expenses:** These expenses are related to travel for work. +- Reimbursable expenses: Expenses paid to the employee, including: + - Cash & personal card: Expenses paid for by the employee on behalf of the business. + - Per diem: Expenses for a daily or partial daily rate configured in your Workspace. + - Time: An hourly rate for your employees or jobs as set for your workspace. This expense type is usually used by contractors or small businesses billing the customer via [Expensify Invoicing](https://help.expensify.com/articles/expensify-classic/workspaces/Set-Up-Invoicing). + - Distance: Expenses related to business travel. +- Non-reimbursable expenses: Expenses directly covered by the business, typically on company cards. +- Billable expenses: Business or employee expenses that must be billed to a specific client or vendor. This option is for tracking expenses for invoicing to customers, clients, or other departments. Any kind of expense can be billable, in _addition_ to being either reimbursable or non-reimbursable. + +![Image of a report showing multiple expense totals]({{site.url}}/assets/images/amounts.png){:width="100%"} {% include faq-begin.md %} -## What’s the difference between a receipt, an expense, and a report attachment? +**What’s the difference between an expense, a receipt, and a report attachment?** - **Expense:** Created when you SmartScan or manually upload a receipt from a purchase. -- **Receipt:** Automatically attached to the expense during the SmartScan process. -- **Report Attachments:** Additional documents that need to be submitted to your approver (e.g., supplemental documents to the purchase) can be added to a report anytime by clicking the paperclip icon in the Reports Comments. +- **Receipt:** A picture file that is automatically attached to the expense during the SmartScan process. +- **Report Attachments:** Additional documents that need to be submitted to your approver (e.g., supplemental documents to the purchase) can be added to a report any time by clicking the paperclip icon in the comments at the bottom of the report. + +**How are credits or refunds displayed in Expensify?** -## How are credits or refunds displayed in Expensify? -In Expensify, a credit is displayed as an expense with a minus (ex. -$1.00) in front of it. That’s because Expensify defaults all expenses as something that needs to be paid by the company. So a credit that is returned to the company is displayed as a negative expense. +In Expensify, a credit is displayed as an expense with a minus in front of it (e.g., -$1.00). Expensify defaults all expenses as something that needs to be paid by the company. So a credit that is returned to the company is displayed as a negative expense. -If a report includes a credit or a refund expense, it will offset the total amount on the report. -For example, the report has two reimbursable expenses, $400 and $500. The total Reimbursable is $900. -Conversely, a -$400 and $500 will be a total Reimbursable amount of $500 +If a report includes a credit or a refund expense, it will offset the total amount on the report. For example, if the report has two reimbursable expenses, one for $400 and one for $500, then the total reimbursable amount is $900. Conversely, an expense for -$400 and one for $500 will be a total reimbursable amount of $500. {% include faq-end.md %} From cd74efa2a431546b6fe3800548284e286839bbae Mon Sep 17 00:00:00 2001 From: Rachael Hopkins <32854888+RachCHopkins@users.noreply.github.com> Date: Tue, 30 Jul 2024 18:41:38 +1200 Subject: [PATCH 2/2] Update Expense-Types.md --- docs/articles/expensify-classic/expenses/Expense-Types.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/articles/expensify-classic/expenses/Expense-Types.md b/docs/articles/expensify-classic/expenses/Expense-Types.md index 4a99e2cc0ee6..faf670469362 100644 --- a/docs/articles/expensify-classic/expenses/Expense-Types.md +++ b/docs/articles/expensify-classic/expenses/Expense-Types.md @@ -18,8 +18,8 @@ The right side of every report provides the total for all the expenses. Under th - Reimbursable expenses: Expenses paid to the employee, including: - Cash & personal card: Expenses paid for by the employee on behalf of the business. - - Per diem: Expenses for a daily or partial daily rate configured in your Workspace. - - Time: An hourly rate for your employees or jobs as set for your workspace. This expense type is usually used by contractors or small businesses billing the customer via [Expensify Invoicing](https://help.expensify.com/articles/expensify-classic/workspaces/Set-Up-Invoicing). + - Per diem: Expenses for a daily or partial daily rate [configured in your Workspace](https://help.expensify.com/articles/expensify-classic/workspaces/Enable-per-diem-expenses). + - Time: An hourly rate for your employees or jobs as [set for your workspace](https://help.expensify.com/articles/expensify-classic/workspaces/Set-time-and-distance-rates). This expense type is usually used by contractors or small businesses billing the customer via [Expensify Invoicing](https://help.expensify.com/articles/expensify-classic/workspaces/Set-Up-Invoicing). - Distance: Expenses related to business travel. - Non-reimbursable expenses: Expenses directly covered by the business, typically on company cards. - Billable expenses: Business or employee expenses that must be billed to a specific client or vendor. This option is for tracking expenses for invoicing to customers, clients, or other departments. Any kind of expense can be billable, in _addition_ to being either reimbursable or non-reimbursable.