ConnectWise Invoicing Expense Tab

The Expense tab in ConnectWise Invoicing lists all uninvoiced expense records for the selected company. Nothing here has been billed yet.

Toolbar actions

Select one or more expense records, then open the Actions menu to run a bulk operation.

• Billing Recap — Preview hours and invoice details before committing to an invoice.
• Create Invoices — Generate a new invoice for the selected expense records.
• Create Progress Bill — Generate a progress invoice for the selected records. This option only appears for fixed-fee projects. Use it when you need to bill a project incrementally before it closes.
• Write Off — Write off the selected expense records without invoicing them.

Column reference

Column	What it shows
Member	The member who logged the expense. Select the name to open the expense entry detail.
Date	The date the expense was entered.
Expense Type	The expense type assigned to the entry.
Bill	Billing status: B (Billable), NB (Do Not Bill), or NC (No Charge).
WIP Amt	Work-in-progress amount.
Inv Amt	Amount that will be invoiced.
Location	Where the expense was incurred.
Department	The department of the member who logged the expense.
Ticket #	The ticket associated with the expense.
Ticket Status	Current status of that ticket.
Tax Code	Tax code associated with the company or site.
Agreement	Agreement linked to the expense.
Site Name	Site associated with the expense.
Ticket Summary	Description from the ticket where the expense was logged.
Agreement Type	Type of agreement linked to the expense.