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Review and manage incurred expenses that have not yet been invoiced to clients. Supports holding, writing off, and tracking unbilled items before billing.

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Manage an Unbilled Expense

1

Navigate to Unbilled Expense

A AR UE Nav
2

Select the ellipsis icon

A AR UE Action
3

Select an action

A AR UE Action Select
  • View Change Log: View the history of updates made to the unbilled expense, including when it was created and modified.
  • Write-Off: Mark the unbilled expense as non-billable and remove it from the billing process.
  • Hold: Place the unbilled expense on hold to prevent it from being included in billing until it is released.
4

Confirm the action

  • Write-Off: Fill in the required information. Select Write Off to complete or Cancel to exit without saving changes. 
  • **Hold: **Select Hold to complete or Cancel to exit without saving changes.