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Add Billable Sources

Steps to Add a Billable Source

  1. Open Settings Manager
    From the top of your ExpensePoint screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen

  2. Access Billable Sources
    Click on Billable Sources in the navigation menu on the left side.
    Billable Sources menu option on the left side

  3. Select Add Billable Source
    In the left-side navigation menu under Billable Sources, click on Add Billable Source.
    Add Billable Source menu option from the Billable Sources navigation menu

  4. Enter Billable Source Details
    The Billable Source Editor window will open.
    Billable Source Editor window with blank Title field
    Enter the name of the new billable source in the Title field, then click OK to save.

  5. Confirm the Addition
    Once saved, the new Billable Source will appear in the Billable Source List within the billable sources workspace.

 

 

Watch the video below for an in-depth walk-through on managing Billable Sources.