How to Create Reimbursable Bill or Expense ?

    • Tanvir Mahedi |
    • 0 step |
    • 2 minutes
      Tip - A Reimbursable Bill or Expense is an expense you have made on behalf of the owner and you are now recouping the money. The following are example of reimbursable expenses: \ \ 1\. Maintenance expenses\ 2\.Utility bills(i.e. You have paid the bills now, it will be deducted from the owner's income)
      Alert- To generate a reimbursable bill or expense , the property MUST be set to manage by the "Property Manager/Management Company" in the Property Details page
      Log into the Admin Portal
      Go to the "Accounting" dropdown under "ACCOUNTING & REPORTS" on the left navigation on Dashboard
      Click on "Bill"
      Click on "Create New Bill"
      Select the Property, Unit, Vendor
      Fill in Required information under "Title & Summary"
      Click the "Item name *" field and fill in the information
      Select a tax by clicking on this dropdown
      You will see the slider, allowing setting the percentage of the bill that will be reimbursed from the owner.
      Tip- For instance- As it is set at 100% in the snippet above ,which means you are going to get the full amount from the owner's income. Change the slider as per your need
      Add a Note & a Footer (Optional)
      Upload Documents from Device by clicking on "Browse for document..." (Optional)
      Tick the box "Capital Expense" (If applicable)
      Click on "Save & Approve"
      The status will appear as "APPROVED"
      This is how the "Demo New Bill" will look like. Scroll down to see the "Bill Summary"
      Here is the "Bill summary"
      Alert- This bill will now show up in the "Rent & Disbursement Report" as an "Expense item" under the "Reimbursable Expense" section
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