Expenses incurred for a job or a service call can be entered in the Time Card Entry window at the same time work hours are entered. You can track expenses directly related to a job or service call. In addition, expenses for Unbilled transactions can be entered. The expenses can be travel or non-travel.
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If you are integrating with Canadian Payroll, expense reimbursements have to go through Accounts Payable. |
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Transactions for
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Reimbursed Expenses
When an employee enters and saves a reimbursable expense in the TimeTrack window, three things happen:
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Before Entering Expense and Travel Transactions
Step 1: Select Expense Transaction Options
- Select Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options.
- Mark the Create Expense/Travel Transactions checkbox.
Step 2: Define Pay Codes for Expense Transactions
Pay codes used for expense transactions entered in TimeTrack must be defined with a pay type of Business Expense. Follow the standard procedures for entering a new pay code.
- Select Microsoft Dynamics GP > Tools > Setup > Payroll > Pay Code.
- Enter a Pay Code and Description.
- Select Business Expense from the Pay Type drop-down menu.
- Enter a Pay Rate.
- Select the frequency for paying the expense in the Pay Period drop-down menu.
- If the expense is not subject to taxes, clear the checkboxes in the Subject to Taxes section.
Step 3: Assign Expense Pay Codes to Employee Records
Only the expense codes assigned to an employee record are available in the TimeTrack Time Card Entry window.
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