Standard behavior of Billable checkbox in Expense Line Item in Vendor Bills.
For the Billable checkbox to be available in the Expense Line Item, please see setup:
The feature Bill Costs to Customers (under Setup > Company > Enable Features > Transactions tab > Billing section) needs to be turned on in order for the Customer Column to appear on the Vendor Bill form.
Here are the steps:
- Log in using Administrator role
- Navigate to Setup > Company > Enable Features
- On Transaction tab > Billing section, set Bill Cost to Customer= T
- Click Save
Solution
Please see below different setups and defaults Display Type of the Field.
1. Billable field is disabled if project without customer is selected.
2. Billable field is disabled if non-billable project task is selected.
3. Defaulting of value for billable checkbox:
- If project without billing type is selected then default value depends on accounting preference EXPENSES BILLABLE BY DEFAULT
- If project with billing type T&M or CB is selected then default value = T (it doesn’t matter which value has accounting preference EXPENSES BILLABLE BY DEFAULT)
- If project with billing type FBI or FBM is selected then default value = F (it doesn’t matter which value has accounting preference EXPENSES BILLABLE BY DEFAULT)