Expenses can be categorized as billable or non-billable on an expense report. By default, expenses will be created as non-billable.
To designate an expense item as billable when creating a new expense
When creating a new expense item, you will need to click on the grey Edit Details box to navigate to the additional fields that allow details such as designating an expense item as Billable instead of the default non-billable. You can click into any of the default fields to get the Edit Details box to display.
Once Edit Details has been selected a new window will open and there will be multiple additional fields that can be updated such as the Billable field.
For Expenses already created to change from the default of Non-Billable to Billable >>
Navigate to Expenses > Active > Select the row of the expense item you want to edit. TriNet Expense Management supports the ability to edit the expense by selecting the field or tabbing through to the desired field.
By selecting the Edit Details button, additional fields will appear.
Click on the drop-down next to the field titled BILLABLE and select Billable from the list.
To change an existing an expense item
If expense items have been designated as Billable, an approver or Expense Admin will be able to view these by clicking the checkbox next to Show: Billable
Expense items that that have been classified as billable will be highlighted on the report as shown below.