Expense Tab — Invoice Search

The Expense tab lists every expense record attached to an invoice. It only appears on Standard Invoices and Progress Invoices — not on other invoice types.

Column reference

Column	What it shows
Member	The member who entered the expense. Select the name to open the expense entry detail.
Date	The date the expense was entered.
Expense Type	The expense type selected on the entry.
Bill	Billing status: B (Billable), NB (Do Not Bill), or NC (No Charge).
Expense Amount	The quantity of the expense — days, miles, dollars, etc. The unit depends on the Expense Type configuration.
Total Amount	The total dollar amount incurred.
Invoice Amount	The amount that will appear on the invoice.
Location	The location associated with the expense.
Department	The department associated with the expense.
Ticket #	The service ticket linked to the expense.
SR Status	The status of that service ticket.
Tax Code	The tax code from the company or site record.
Agreement	The agreement the expense is billed against, if any.
Compliant	Whether the expense is within the Expense Max Amount defined on the Expense Type setup table. Non-compliant expenses exceed that cap.
Has Attachment(s)	A checkmark if a file is attached to the expense entry.