The Project Charges & Expenses page

About charges

Charges are items that are billed in conjunction with a contract, project or ticket. Contract, project and ticket charges are virtually identical.

About expenses

Project Expenses are reimbursable expenses generated by resources while working on the project, for example, travel or entertainment expenses. Expenses may or may not be billed to the customer.

The project Charges & Expenses table

Project charges and expenses are accessed from the project menu by clicking the Charges & Expenses link. A table displays a list of all charges and expenses that have been created for this project.

Column descriptions

Name	Description
Task Buttons
New Charge	Clicking New Charge will launch the New Charge page. Refer to Adding or editing a project charge.
New Expense	Opens the Add Expense page. Refer to Adding and editing expenses. The New Expense button is hidden on project templates.
Column Chooser	Click to select the columns you want to appear in the table.
Export	Click to export the contents of the Charges & Expenses table to CSV.
Totals	Click to open a dialog window that shows the Extended Cost and Amount totals. Charges and expenses are both included.
Columns
Selection Check Box	Allows you to select one or more line items and perform an action on the right-click menu to all selected items at once.
Type	Shows the Charge or Expense icon.
Date	The date the charge or expense was created.
Task	If the charge is the result of a change order or the expense is associated with a task, the task number is displayed.
Created By	The name of the user who created the charge or expense. This system field cannot be edited.
Name	The name as entered on the New Charge or New Expense page.
Material Code / Category	The billing code or expense category used to bill for the charge or expense. The billing code is associated with the tax category.
Quantity	The number of units being billed.
Extended Cost	The cost of the item, to you, multiplied by the Quantity. This column is only visible if you have security level permission to view internal cost data. NOTE If Multi-currency is enabled, this field or column is displayed in the internal currency.
Amount	The price you are charging your customer, multiplied by the Quantity. NOTE If Multi-currency is enabled, this field or column is displayed in the customer currency.
Billable Check Mark	Allows you to flag an item as billable or non-billable. A billable item will be invoiced to the customer, a non-billable item will not. Note that both billable and non-billable items will appear on Approve & Post > Charges, where your financial approver can make the final decision on whether and how much to bill the customer.
Status	The status of the charge. When Procurement is enabled, this status is set automatically depending on where the charge is in the procurement process. Refer to Introduction to Inventory.
Billed Check Mark	A check mark here indicates that the item has been approved and posted and possibly invoiced. Once the item has been billed, the charge can no longer be edited. To edit a billed item, it will need to be unposted.
Installed Check Mark	If the charge is a product that has been installed to the customer, you will see a check mark in this column. Installed products appear on the Devices tab of the Organization page.
Change Order	If the charge is the result of a change order, you will see a check mark in this column.
Description	The Description of the charge or expense.
External Product ID	The External Product ID from the product. Refer to Adding, editing, or copying a product.
Internal Product ID	The Internal Product ID from the product. Refer to Adding, editing, or copying a product.
Product SKU	The Product SKU from the product. Refer to Adding, editing, or copying a product.

Context menu

TIP Some options apply to only the charge or expense you clicked on, some can apply to all selected charges or expenses (Refer to Select Check Box).

Option	Description
Edit Charge Edit Expense	Opens the Project Charge or Edit Expense window for the selected item. This option is disabled if one or more check boxes are selected, or, for expenses, if the expense has been approved and posted. Refer to Adding or editing a project charge or Adding and editing expenses.
View Charge View Expense	Opens the read-only Charge Detail or Expense Detail page for the selected item. This option is disabled if one or more check boxes are selected. Refer to Viewing charge or expense details.
Make Charge/Expense Billable (Make Selected Charges/Expenses Billable) and Make Charge/Expenses Non-Billable (Make Selected Charges/Expenses Non-Billable)	You can change the billable/non-billable status of the selected items without opening the Project Charge or Edit Expense page. If you select some billable and some non-billable charges, both options are enabled. Once an item has been posted, you cannot edit the billable status. NOTE Billable and non-billable items will appear in Contracts > Approve and Post > Ticket/Project Charges or Contracts > Approve and Post > Expenses for financial approval.
Delete Charge/Expense (Delete Selected Charges/Expenses)	Allows you to delete charges and expenses that have not yet been approved in the Contracts module. In the confirmation dialog box, select OK to delete the items, Cancel to cancel the deletion. Deletion is final. You cannot delete a charge associated with a Device that has been removed from the Account and returned to inventory using the Swap Device Wizard. You cannot delete charges associated with a sales order that has not been canceled. If you do not want to cancel the entire sales order, you can edit the selected charge and set its status to Canceled.

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