Expenses and reimbursables are the categorized purchases you and your design team make outside of proposals and purchase orders. Examples could include buying lunch for a client, staging photographs for marketing, or a night at a hotel for an install.
In this Step-By-Step Guide, and Short Video, we are going to show you how to properly add these expenses in Designer Link 2.0. The bottom of this page also includes related articles and frequently asked questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
See image below and make sure you are updating all necessary information, and selecting the correct billable and taxable notes.
If you need to add negative or positive expenses, you can do so as well! See below animation.
And that is how you add an expense. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
If I set my billable and taxable requirements why are they not applying to my expenses?
Please note, that these settings will only apply to all future expenses, not the ones already made. Therefore if you changed your settings after adding an expense, please make sure to go back and check the information is correct on the intended expense.
Can I make an invoice of my multiple expenses on a project?
Yes you can. All you will have to do is select the intended expenses you wish to add, click actions, and then create invoice.
Can I edit an expense after I have added it to a project?
You can edit an expense after you have made it, or you can also archive it as well. This is commonly seen if a designer forgot to mark an expense as taxable.