Approve & reimburse

A submitted expense report goes to the manager for a decision; approved costs post to your books and the employee gets paid back. This page covers the review, the posting, the reimbursement, and rebilling a customer for project costs.

Review and decide

A submitted report lands in the manager's queue. Open it to see every line, the totals, and the receipt on each expense.

1. Open the report waiting for approval.
2. Check each line against its receipt.
3. Click Approve to accept it, or Refuse to send it back.

A refusal returns the report to the employee with your note so they can fix it and resubmit.

Post to Accounting

After approval, post the report. EVERJUST creates the journal entry and records the cost against the right accounts in Accounting. The report now shows what the company owes the employee or the card. Posting needs invoicing access; workspace administrators have it.

Reimburse the employee

For costs the employee paid, register the payment from the report. Pick the bank journal and confirm the amount. The report marks as paid, and the employee gets their money back.

Reinvoice to a customer

If an expense belongs to a customer project, link it to the sales order when you log it. Once the report posts, the cost shows up as a billable line on that order, ready to add to the customer's next invoice. See Invoicing methods for how billable lines become invoices.

Related

• Expenses overview
• Log & submit expenses
• Accounting overview