Client Expense Rebilling Manager

Prepare client-recoverable expenses from the terms of the engagement. This application is designed to keep expense evidence, rebilling rates and customer approval connected to the amount subsequently presented for invoicing.

Best suited to

Service businesses recovering agreed expenses from clients.

What you can manage

• Record the contract scope governing recoverable client expenses.
• Maintain evidence supporting each proposed reimbursable cost.
• Apply the rebilling rates entered for the agreement.
• Track the client's approval where the arrangement requires it.
• Prepare billing files containing the reviewed recoverable amounts.

A practical workflow

Check each expense against the engagement terms and supporting document. Apply the agreed rebilling basis, obtain any required client approval and prepare the reviewed costs for inclusion in the billing process.

Why this workflow matters

Expense settlement benefits from a clear separation between the claimed amount, the accepted treatment and the recorded payment. Reviewing those stages together helps the business explain employee or client balances and identify exactly which evidence or decision remains outstanding before an expense account can be closed.

Working with your records

Check the supporting receipt, business purpose and applicable company policy before accepting an expense treatment. Review any allocation or employee balance against the relevant source records. Reimbursements and other payments are completed through the business's existing payment process; the software supports the preparation and reconciliation of the expense information.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.