Open Settings > Invoice & Expense Items. This area requires Full Access and Manage Rates.
Finance items define reusable line-item choices and default rates. Filter the list by All, Expense Only, Invoice Only, or Both.
Item fields
- Name: the required item label.
- Description: the default description used on invoices.
- Use as Expense Item: makes the item available for staff reimbursement tracking.
- Use as Invoice Item: makes it available for client billing. An item may support both uses.
- Rate Type: Hourly, Fixed, or Variable, describing how it is typically charged.
- Default Expense Rate: the expense-side starting rate.
- Default Invoice Rate: the client-billing starting rate.
- Charge tax on this invoice item: enables tax treatment for the invoice item.
- Default Invoice Tax Rate: selects a configured rate or Tax Exempt / No default.
- Create or edit an item.
- Choose at least the intended expense or invoice use and complete its applicable rate settings.
- Save, then review an example expense and invoice line using the item.
- Check client-specific and staff-specific rate overrides where applicable.
Expense cost and invoice price are distinct. Changing a catalog default is not a bulk correction of existing approved entries or invoices. Review saved record amounts in their own workflow.