Agreement Expense Tab

The Expense tab on an agreement lists every expense entry recorded against it. New expenses created from this tab default to the agreement automatically.

To open an expense entry, select its Summary field.

Update rates and allocations

If you’ve changed expense allocations on the agreement and need existing entries to reflect the new rates:

1. Select the expense entries you want to update.
2. Select Update Rates/Allocations in the toolbar.

Column reference

Column	What it shows
Member	The member who created the expense entry.
Date	The date the expense entry was created.
Expense Type	The type of expense.
Expense Amount	The amount entered on the expense entry.
Total Amount	The total amount of the expense entry.
Invoice Amount	The amount that appears on the invoice.
Bill	Billable status: B (Billable), NB (Do Not Bill), NC (No Charge).
Applied	The portion of the expense covered by the agreement.
Month	The month the expense entry was made.
Year	The year the expense entry was made.
Invoice Nbr	The invoice number associated with the expense entry.
Service ID	The service or project ticket number the agreement was selected on.
Compliant	Whether the entry falls within the Expense Max Amount set on the Expense Type setup table.
Has Attachment(s)	Checked if there is an attachment on the expense entry.