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.

1. Project Setup
Learn how to setup internal project codes to book business costs to.

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).

2a. Create a Business Cost Claim
Learn how to create a business cost claim.


2b. Uploading Business Costs
Learn how to upload business costs from ReceiptBank into ZotaBooks.

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.

4. Adding Costs to a Business Cost Claim
Learn how to add a business cost entry to a business cost claim.

5. Submitting a Business Cost Claim
Learn how to submit a business cost claim for approval and payment.

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to staff or where one or more business cost entries in a business cost claim has not been invoiced to a client can be withdrawn from submission and edited.

6. Edit a Submitted Business Cost Claim
Learn how to edit a business cost claim which has been submitted for approval and payment.

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.

7. Delete Business Cost Entry
Learn how to delete a business cost entry from a business cost claim.

8. Delete Business Cost Claim
Learn how to delete an entire business cost claim.

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