How do I decide whether an associate's expense is billed to the client?
You get an email for each expense. Open the decision page and choose Bill to client or Partner pays.
When an associate submits an expense, BOSS reviews it, and you decide who pays. Your company email gets "Decide billable for [associate] expense".
- Open the email and click Open decision page. No login is needed.
- Under Who pays for this expense? choose Bill to client or Partner pays.
- If billing the client, set a markup percent or a bill amount. You can save it as the default expense markup for that client.
- Click Save decision.
Good to know
- Your client's timesheet approval waits until you decide, so decide promptly.
- Once saved, the decision can't be changed by you. Contact BOSS Support if it needs correcting.
- Associates don't choose; the decision is yours.
- Approved expenses are paid to the associate with that week's payroll.
Questions? Contact BOSS Support at support@backofficenow.com.