Expenses – Price Book

Expenses are grouped into travel, service parts, consumable parts, always billed and never billed expenses. You may decide whether each different type is billed or not, based on the inclusions in the service offering. Each expense may also have a surcharge or discount factor applied.

Steps:

1. In the Price Book form and in the left panel, select the desired price book to which you want to add or edit expenses.

2. In the right panel, click Expenses tab. You can see the list of all the expenses associated to the respective price book, such as travel, service parts, consumable parts, always billed and never billed expenses. .

3. To edit the an expense type, simply click the edit button of the desired expense and then from the Billed As dropdown list, select the desired option.

4. To add a markup value for an expense, click the edit button of the desired expense and then in the Markup % field, enter the value in percentage so that it will be automatically calculated and added to the expense at the time of billing.

5. On the toolbar, click Save.