Business Costs User Guides
Business costs are monetary spend directly by the business out of the business bank account, the spend must have come through a business bank account. Expenses enables an individual (member of staff) who incur costs in the course of business to recharge the expenses to the business, click here to view expenses.
Business costs are always booked to an internal project code, the project code cannot be a client chargeable code.
Dependency – Project is Setup to Assign Business Costs To
Business costs are assigned to an internal project, before creating a business cost claim and adding business cost entries to the business cost claim ensure the required project code has been setup.
Step 1, Create, Upload or Edit a Business Cost Claim
A business cost claim groups business costs together, a new business cost claim can be created whenever required (create a new business costs claim daily, weekly, monthly, for each project).
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Step 2, Add Cost Entries to Business Cost Claim and Submit Business Cost Claim
Costs are added to a business cost claim, once all costs have been added to the business cost claim the business cost claim is submitted. Submitting the business cost claim turns the business cost claim from draft to live.
Editing a Submitted Business Cost Claim
Business costs claims which have not been paid to staff or where one or more business cost entries in a business cost claim has not been invoiced to a client can be withdrawn from submission and edited.
Deleting Business Cost Entries from an Business Cost Claim or Deleting the Entire Business Cost Claim
Business cost claims not submitted can have individual business cost entries within the business cost claim deleted, or the business cost claim can be deleted in its entirety.
