Money2002: Cannot Add a Reimbursable Expense to an Invoice (822392)

RESOLUTION

To resolve this issue, you must create a reimbursable expense account that you then can use in invoices and other transactions.

Create a Reimbursable Expense Account

1. On the Accounts & Bills menu, click Account Setup.
2. Click Add a new account.
3. Click Not held at a bank, broker, or other financial institution, and then click Next.
4. Click Fixed Asset, and then click Next.
5. Type a name for the asset account, such as Reimbursable expenses, and the date that you want to start tracking reimbursable expenses, and then click Next.
6. Use the default value of zero for the value of the asset, and then click Next.
7. Click No, and then click Finish.

Add a Reimbursable Expense to a Transaction

1. On the Accounts & Bills menu, click Account List, and then click the appropriate account.
   
   Note Make sure that the Show Transaction Forms check box is selected.
2. Click the tab for the type of transaction that you want to enter, and then enter the appropriate information as required.
3. On the Transaction form, click to select the Reimbursable check box.
   
   Note The Reimbursable check box becomes available after a Category is selected.
4. Click Enter to complete the transaction.

Add a Reimbursable Expense to an Invoice

1. On the menu at the top of the page, click Invoices.
2. Click New Invoice, and then enter the appropriate information as required.
3. Click Add Time/Expenses, and then click Add Reimbursable Expenses to this Invoice.
4. A list of all available items appears.
   
   Click to select the items that you want to appear on the invoice, including the Reimbursable expense that you created.
5. Change the mark up price if appropriate.
6. Categorize as required.
7. Click OK.

The Reimbursable expense item will be added to the Invoice.

Note Adding a reimbursable item to an invoice does not require any specific tracking. If you want to track a reimbursable item, see the Money help topic on tracking reimbursable expenses.

For more information about how to track reimbursable expenses, click Microsoft Money Help on the Help menu, type keep track reimbursable expenses in the Office Assistant or the Answer Wizard, and then click Search to view the topic.