August 7, 2024
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Billable Expenses are used in Mango for tracking what costs are being charged to your clients via the Expense features. Billable expenses must be configured to add any expense.

Accessing Billable Expense Settings

You can access settings for Billable Expenses from the main toolbar.

1. Click (Settings).
2. Click General Settings.
3. Click the Billable Expenses

Configuring Billable Expense Settings

At the top of the window, the + Add button can be used to create a new billable expense.

The Global Search field can be used to locate records containing specific text. Once specified, an indicator will be displayed showing how many records contain that text. To clear the search, click the red X icon to the right of the field.

You can click on the header of many columns to sort the records shown by the values in that column. Click the header again to reverse the sort.

Select the Show Inactive check box if you want to only see inactive Billable Expenses.

Adding New Billable Expense

You can add new activities from the Billable Expenses list.

1. Click + Add to display the Expenses entry window.
2. Specify an Expense Code.
3. Specify the Cost per unit. This will be used to calculate the amount of the expense, and can optionally be overridden in the Expense Entry window.
4. Specify a Description. This will default the description of the work being performed.
5. Set the Billable check box to default the cost being charged as billable. Clear this check box to default the cost as non-billable.
6. Set the Taxable check box to default the cost to assess sales tax. Clear this check box to default the cost without sales tax.
7. Click ✓ Save & Close.

For additional information about how these default, see the Expense Entry topic.

Editing Billable Expenses

To change existing activities in the Billable Expenses list, a couple options are available.

You can click in the Inactive column to mark the billable expense as inactive. This will hide the activity in the list unless the Show Inactive check box is selected.

The Actions column provides options to perform an action on a specific entry.

• Click the (Edit) icon to open the Expenses entry window, allowing access to any field in the record. Make any changes and then click ✓ Update & Close.
• Click the (Delete) icon to delete the current record. You will be prompted to confirm the action.

Learn More

The following knowledge base articles contain additional information relating to Billable Expense settings:

• Expense Entry
• Expense Manager