Settings Manager
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      Billable Sources

      To view the Billable Sources list available in your ExpensePoint™ system, go to the Settings Manager module from the top of your screen. 

      Then click on the Billable Sources from the navigation menu on the left side.  

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       This will display the list of your available Billable Sources. 

      If your company plans to integrate with an accounting software it will be best to lock the Billable Sources and only have a global list of Billable Sources.  To disable Private Billable Sources for the user, go to User and Group Manager module, double click on the User then go to Permissions tab. From there check the box to disable the Private Billable Sources. 

      From here, you can: 

      • Add Billable Source 
      • Edit Billable Source 
      • Delete Billable Source 

       

      Watch the video below about managing Billable Sources.