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Defaulting Billable Expenses

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Click each By default, users can mark expenses as billable using the billable toggle on each expense. This article will show you how to default all new expenses and expenses by category as billable, and also disable the feature.

Defaulting All New Expenses as Billable

  • Click on the gear icon in the upper-right corner to access settings.
  • Click on Company Preferences.
  • Click on Features.
  • In the Expense Item Data section, toggle Project to ON (green).
  • Select “By default, mark all new expenses as billable” and other options as necessary. billable_1.png
  • Click Save.

Defaulting All Expenses Assigned to an Expense Category as Billable​​

  • Click on the gear icon in the upper-right corner to access settings.
  • Click on Manage Lists.
  • Go to Expense Categories.
  • Click on an expense category that will only be used to track billable expenses.
  • In the Billing section, select “Mark the expense as billable.” Two additional settings will appear below. billable_2.png
  • When completed, be sure to click Save.

Disabling the Billable Feature

If your company won’t be tracking expenses as billable in Tallie, you may disable this feature by following the steps below:

  • Click on the gear icon in the upper-right corner to access settings.
  • Click on Company Preferences.
  • Go to Features.
  • In the Enhancements section, toggle Billable Expenses to NO (gray). billable_3.png
  • Click Save.
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