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| title: Expense Types | ||
| description: Details of the different Expense filters and Expense Types | ||
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| # Overview | ||
| Expense types help categorize different expenses for better financial management. While reimbursable and non-reimbursable expenses are common, Expensify offers various other options to suit your needs. Let's explore the available expense types. | ||
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| # How To | ||
| ## Filtering a Report by Expense Type | ||
| Organizing a report by expense type can make it easier to review expenses on a report. | ||
| - Open the report you're interested in. | ||
| - Click the **Details** icon in the upper right corner of the report, | ||
| - Change the “View” to **Detailed** and “Split by” **Reimbursable** or **Billable**. | ||
| - You’ll also see the option to **Group by Category** or **Tags**. | ||
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| # Deep Dive | ||
| Each report will show the total amount for all expenses in the upper right. Under that total, there will be a breakdown of amounts that are reimbursable, billable, and non-reimbursable (depending on which of those expense types exist on the report). | ||
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| ## Expense Types | ||
| - **Reimbursable Expenses:** Employees pay for these expenses out of their pockets on behalf of the business and are usually reimbursed. They often come from cash, debit cards, or personal credit card purchases. | ||
| - **Non-reimbursable Expenses:** The business directly covers these expenses, so there's no need to reimburse the employee. Typically, these expenses are company card expenses. | ||
| - **Billable Expenses:** Business or employee expenses must be billed to a specific client or vendor. Choose this option if you need to track expenses for invoicing to customers, clients, or other departments. | ||
| - **Per Diem Expenses:** These expenses involve a daily or partial daily rate you can configure in your expense Workspace. | ||
| - **Time Expenses:** Employees or jobs are billed based on an hourly rate that you can set within Expensify. | ||
| - **Distance Expenses:** These expenses are related to travel for work. | ||
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| {% include faq-begin.md %} | ||
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| ## What’s the difference between a receipt, an expense, and a report attachment? | ||
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| - **Expense:** Created when you SmartScan or manually upload a receipt from a purchase. | ||
| - **Receipt:** Automatically attached to the expense during the SmartScan process. | ||
| - **Report Attachments:** Additional documents that need to be submitted to your approver (e.g., supplemental documents to the purchase) can be added to a report anytime by clicking the paperclip icon in the Reports Comments. | ||
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| ## How are credits or refunds displayed in Expensify? | ||
| In Expensify, a credit is displayed as an expense with a minus (ex. -$1.00) in front of it. That’s because Expensify defaults all expenses as something that needs to be paid by the company. So a credit that is returned to the company is displayed as a negative expense. | ||
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| If a report includes a credit or a refund expense, it will offset the total amount on the report. | ||
| For example, the report has two reimbursable expenses, $400 and $500. The total Reimbursable is $900. | ||
| Conversely, a -$400 and $500 will be a total Reimbursable amount of $500 | ||
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| {% include faq-end.md %} |
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docs/articles/expensify-classic/expensify-billing/Billing-Owner.md
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