TriNet Expense Management supports the ability to track expenses or time entries by client or project.
In the expense line item or time entry, enter the client or project you want to track. The client field will automatically be filled in that the project is associated with. It is recommended to type in the first three letters of the client or project.
To set up the client & project, go to Settings > Company Settings > Clients & Projects
You have the option of 1) manually entering in the client/project 2) uploading a CSV file of your clients or projects 3) synchronizing existing clients / projects (aka Jobs) from one of our supported integrations, NetSuite, QuickBooks, and Intacct
To manually enter in, make sure you have selected "Custom Clients & Project" in the drop-down then select the Add button.
If you are entering a Client, add it to the name field and select Save. To add a project, select the parent (which is the Client), and enter the project in the name field. You can also create sub-projects by selecting the Project as the parent. Default rate, default currency, and default billing type are associated with the Time module.
Please note that clients / projects imported from third party applications do not support TriNet Expense Management's time module yet. We anticipate having that available soon.
Large Amounts of Projects & Clients
If your list contains under 4,000 records for Clients & Projects, employees can type the first three characters of the record and TriNet Expense Management will auto-suggest any matches. If the list contains over 4,000 records, a search button will be added to the user's account. Employees will need to type in the first three characters and select the icon to find any potential matches.
Tracking Clients & Projects
If you plan to track more details about projects, we recommend you use TriNet Expense Management's premium templates called Premium Project Template
