Billable Sources

A billable source is any project, client, or category to which expenses can be tracked and billed separately. In ExpensePoint, billable sources help you organize and attribute expenses correctly, making it easier to manage reimbursements and client billing.

Steps to View and Manage Billable Sources

1. Access Billable Sources
   From the Personal Settings navigation menu on the left side of the screen, select the Billable Sources option. 
   

2. View Existing Billable Sources
   The Personal Billable Source Editor window will open, showing all billable sources previously set up in ExpensePoint.
   
   

3. Add a New Billable Source
   To create a new source, click the Add button. 
   

4. Name and Save
   In the Add Billable Sources window, enter the title of your new billable source and click Save. 
   
   Your new billable source will now appear in the list.
   
   

5. Delete a Billable Source
   To delete a billable source, click the Remove button at the bottom of the screen. 
   
   A confirmation window will appear. Click Yes to confirm the deletion, or click No to cancel.