Billable Sources

Billable Sources are the customers you can assign and bill expenses to.

Steps to View and Manage Billable Sources

1. Open Settings Manager
   From the top of your ExpensePoint screen, click the Settings Manager module.
   
2. Access Billable Sources
   Click on Billable Sources in the navigation menu on the left side.
   
3. View Billable Sources List
   The list of available Billable Sources will be displayed.
   
4. Locking Billable Sources for Accounting Integration
   If your company plans to integrate with accounting software, it is recommended to lock the Billable Sources and maintain a global list only.
   To disable Private Billable Sources for users:
   1. Go to the User and Group Manager module.
   2. Double-click the user’s name.
   3. Navigate to the Permissions tab.
   4. Check the box to disable Private Billable Sources.
      
5. Manage Billable Sources
   From the Billable Sources window, you can:
   1. Add a Billable Source
   2. Edit a Billable Source
   3. Delete a Billable Source

Watch the video below about managing Billable Sources.