Available in Sage 50 Premium Accounting and higher.

Entering Expense Tickets

How Do I...

Expense tickets record the use of company resources for a customer, a job, or administrative purposes. You can bill your customers or jobs for Charge items included on billable expense tickets.

  1. From the Tasks menu, select Time/Expense, then Expense Tickets.
  2. Select whether this expense is to be recorded by an Employee or Vendor.
  3. Enter or select either the Employee ID or Vendor ID that corresponds to this expense ticket.

    A Ticket number is automatically assigned for you.

  4. Select either Administrative, Customer, or Job.
  5. Enter either the Customer ID or Job ID. If you selected Administrative in the previous step, this field will not be available.
  6. Enter or select the Charge item.
  7. Enter a brief Invoice description for billing purposes.
  8. If necessary, you can enter a 2,000-character Internal memo describing the expense item and other notes associated with this particular expense ticket. Just click the Note button in the toolbar.
  9. Enter or select the Ticket date. This should be the date that the expense was incurred, not necessarily the date that you are creating the Expense ticket.
  10. If this is an employee expense ticket and the employee should be reimbursed for the expense, select the Reimbursable to employee check box. You can print the Reimbursable Employee Expense report to list all expenses that employees should be reimbursed for.
  11. Enter a quantity (the number of charge items used), if applicable.
  12. Enter the Unit price.
  13. Select a Billing status for this expense ticket.
  14. The Billing amount should be calculated for you depending on whether you included a charge item, quantity (if needed), unit price, and billing status. You can change the billing amount in all cases except when selecting the No Charge billing status.
  15. Select Save.

    If you selected either Billable or No Charge billing status, the expense ticket can now be applied to a customer's sales invoice.

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