Cash and travel expenses

Staff can claim for any out of pocket expenses they have paid for relating to a project. Cash expenses are variable cost items like taxis, flights, fuel, and accommodation. Travel expenses are fixed cost expenses such as mileage (KM's) traveled for work in their personal vehicle, tolls, or a per diem.

What are cash and travel expenses?

Enter the out of pocket expenses that you have already paid for and need reimbursement. Enter expenses that relate to project tasks or billable project work, or enter expenses for internal items or tasks using the internal project or a non-billable project.

Cash expenses are variable cost items where the total expense value can vary each time the expense occurs. Travel expenses are fixed cost items, where the value paid back to the staff member is the same value per unit each time it is claimed. Cash expenses use a markup rate, which controls the markup % applied to the transaction shown in the project. Travel expenses use a fixed charge-out value rate, where the transaction value is calculated based on the number of units entered when entering the travel expense.

Examples

  • Cash expenses are variable cost items like taxis, flights, accommodation, fuel, or stationery that the staff has paid out of their own pocket and need to be reimbursed.
  • Travel expenses are fixed cost items like such as mileage for the company car, road tolls, or a daily per diem rate paid for each day of work travel.

Why use cash and travel expenses?

Claim to be reimbursed for expenses that you have paid for, that relate to project tasks or internal project non-billable tasks.

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