Invoice Expenses (Since v6.5)

In the real world, after expense that is to be billed is approved by the manager, the client gets invoiced. Celoxis lets you mark approved and billable expenses as 'invoiced'. This helps to ensure that expense is not double invoiced to your clients. Invoicing has been provided as a special privilege which you can choose to grant to the person in your organization who will be responsible for invoicing.

To Invoice expenses :

From the main menu, on Expense and then Invoice Expense.
On the new page, select the expenses to be invoiced. You can use the Created and P : Client : Name to filter the expenses.
Click on Invoice.
The invoiced expenses will be removed from this report.

To Un-Invoice expenses :

Run a expense report.
Edit the report and add the State filter to the report. You need to select the Invoiced state in the filter to be able to view the expenses to be un-invoiced.
Now, run this report and select the expenses to Un-invoice and click on Edit.
Click on Un-Invoice.

Only expenses that are marked as billable and are approved will appear on the Invoice Expense page.
You need to grant the Invoice privilege to the role who will be invoicing the expenses.
After Invoicing the expenses, the State of the expenses will be Invoiced. You can run a expenses report with the State filter set to Invoiced to view the invoiced expenses in a specific period.
The Task attribute Amount (Expense, Invoiced) will show you the sum of billable amounts of expenses against that task that are marked 'invoiced'
Expenses that are marked 'invoiced' can be 'un-invoiced'. Only a person who has 'Invoice' permissions can un-invoice
If an invoiced expense needs to be edited, a person who has 'Invoice' and 'Edit' permission can do so.

For more on Invoicing Time, click here.