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Old 02-06-2007, 07:18 PM
ajbeets ajbeets is offline
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Join Date: Feb 2007
Posts: 4
Reimbursement Group on Invoice

Hi, I use the time/costs button to add reimbursable expenses to invoices for various jobs. It all works very well until I want to change one of those expenses.

When I add the costs from the Expenses tab (meals, plane tickets, whatever) I select all the relevant ones, they all get little checkmarks and they are added as a "group" (not totaled as one line -- they're all detailed). Then say I print out a draft invoice for the owner to review and she decides she doesn't want to bill a client for one of these expenses. When I try to delete just that one expense from the invoice, the whole group gets deleted & I have to go back & find all the other expenses, make them billable again and then re-add them to the invoice.

Alternately, I've started adding expenses to the invoice one at time. That works fine, but is almost as annoying.

Is this "reimbursement group" something I can undo?

Thanks so much.
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Old 02-07-2007, 05:33 AM
Joe Williams Joe Williams is offline
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Join Date: Jan 2006
Location: Oklahoma
Posts: 9,384
Are you Right clicking on the line that needs deleteing then chooseing Delete Line? You should be able to change the amount on any line in the "Reimb Group", do a delete line or insert line.
Joe Williams
Piedmont, Ok
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Old 04-21-2012, 03:57 PM
AHarewood AHarewood is offline
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Join Date: Feb 2012
Posts: 4
Question Reimbursable Expenses - how to add/delete from group?

This is a great question (and answer). Unfortunately, I just started using QB and just recently joined the forum and did not see it 5 years ago!

Therefore, to carry the question further to ANYONE out there, how do you accomplish the opposite (of ajbeets) situation? I want to add an expense to the "reimbursable expenses" group invoice that I missed choosing the first time around. I tried right clicking to "Add Line", which it does, but I cannot add any of the additional expense item information to it. Is my only choice to (as ajbeets expressed) delete the whole group (or invoice), go back & find all the expenses, make them billable again and then re-add them to (recreate) the invoice... including the one I missed the first time around to add it to the group?

I noticed that I can add the expense item(s) as a separate reimbursable expense group (thus, the total invoice is correct) which shows as a separate line item (sub)total, but I would prefer to avoid the customer confusion and have one list showing one total.

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