Billable/Non-Billable Status of Time and Expenses
When creating or editing a Project, you can set the time and expense records to be by default:
- Billable,
- Non-billable.
How to set the Projects time and expense status to Billable?
- Step 1: Click on the desired Project.
- Step 2: Click on the “...” menu.
- Step 3: Click on the Edit option from the drop-down menu.
- Step 4: Find the Time and Expense Records and set them to Billable.
- Step 5: Click on “Update Project”
Note: This option is available for Fixed price and Time and Expense budgeting types.
How to set the Project time and expense status to Non-Billable?
- Step 1: Click on the desired Project.
- Step 2: Click on the “...” menu.
- Step 3: Click on the Edit option from the drop-down menu.
- Step 4: Find the Time and Expense Records and set them to Non-Billable.
- Step 5: Click on “Update Project”
Note: The Non-Billable budgeting type has no budget and all of its time and expense records will be marked as non-billable, which can't be changed. Ideal for internal projects.
How to set the Time and Expense status to Billable for the entire account?
- Step 1: Click on your Profile Icon in the upper right corner.
- Step 2: Click on System Settings.
- Step 3: Click on Time and Expense Settings
- Step 4: Under “Billable status of time and expense records” select “Billable”
- Step 5: The change is saved automatically.
Note: This option is available for Fixed price and Time and Expense budgeting types. When you set all the time and expense records to be billable by default on a project, only team members allowed to make changes can do so. All tasks, time and expense records, can be changed to non-billable by unchecking the box.
How to set the Time and Expense status to Non-Billable for the entire account?
- Step 1: Click on your Profile Icon in the upper right corner.
- Step 2: Click on System Settings.
- Step 3: Click on Time and Expense Settings
- Step 4: Under “Billable status of time and expense records” select “Non-Billable”
- Step 5: The change is saved automatically.
Note: The Non-Billable budgeting type has no budget and all of its time and expense records will be marked as non-billable, which can't be changed. Ideal for internal projects. When you set all the time and expense records to be non-billable by default on a project, only team members allowed to make changes can do so. All tasks, time and expense records can be changed to billable by ticking the box.
Who can change the Billable status?
Depending on the settings the following users can change the time and expense billable status:
- Project Leaders,
- Owners,
- All users (except for Client roles).
How to select who can change the Billable status for a Project?
- Step 1: Click on the desired Project.
- Step 2: Click on the “...” menu.
- Step 3: Click on the Edit option from the drop-down menu.
- Step 4: Under “Change Billable Status” select Owner (and Project Leaders) or All users.
- Step 5: Click on “Update Project”
How to select who can change the Billable status for all Projects?
- Step 1: Click on your Profile Icon in the upper right corner.
- Step 2: Click on System Settings.
- Step 3: Click on Time and Expense Settings
- Step 4: Under Change Billable Status select Owners and Project Leaders or All users.
- Step 5: The change is saved automatically.