Tracking reimbursable expenses


show more Tracking reimbursable expenses provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2007: Creating and Managing Invoices show less
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Tracking reimbursable expenses

When you work on a client's behalf, you will often incur incidental expenses that you can bill back to the client. Tracking those expenses in an Excel table is a straightforward process. The first thing you should do is create the table and ensure you have all of the columns you need. I prefer to use these. First, I have the Expense ID number and that is simply at the row in the table. I have the date the expense was incurred. That should usually be the date on the receipt. The client identification number, the project, if any, the total and any notes that you might want to add.

You should always be sure to add notes about each expense to help you remember what it is so if the client asks any questions, you can tell them. Attempting to explain a $500 charge two months after you made it can be embarrassing if you didn't take proper notes. Now one technique I would like to show you is how to add an incremented number to each new row in the table. I'll show you here in the Expense I...

Tracking reimbursable expenses
Video duration: 2m 56s 42m 37s Intermediate

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Tracking reimbursable expenses provides you with in-depth training on Business. Taught by Curt Frye as part of the Excel 2007: Creating and Managing Invoices

Subject:
Business
Software:
Excel
Author:
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