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Charge expenses to customers

Steffi
  • Updated

Summary

Expenses to be passed on to your customers are posted via the posting workflow using the transaction “Material and service expenses” with a tag for the relevant project or customer.

Posting Expenses to Customers

To charge expenses to your customers, follow these steps:

  1. Access the posting workflow in your system.
  2. Select the transaction type “Material and service expenses”.
  3. Assign a tag that corresponds to the project or customer involved.
  4. Post the expenses as needed.
  5. To evaluate the expenses, check account 4000 with the corresponding tag.
  6. Assign the total amount of your invoice to the customer based on the evaluation.

By using a specific tag for each project or customer, you can streamline the process and ensure accurate tracking of expenses.

This method allows for clear visibility of expenses related to each customer, making it easier to manage billing and invoicing.

Make sure to regularly review the tagged expenses to maintain accurate records and facilitate future invoicing processes.

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