Overview
To enter a fixed-price item or reimbursable expense for your worker is much like entering a fixed-price item or reimbursable expense for yourself. You use the same form, which is at the top of the Time & Sales Screen. If the item is a reimbursable expense, make sure to click the Reimbursable Expense option, and select the appropriate worker from the worker drop-down box. Click the Add Fixed Price Item button when you are finished.
By default the Daily History section will be filtered to show your account only. If you wish to see a new entry for fixed-price items or reimbursable expenses that you just entered for a worker, make sure to adjust the Filter to show all workers, or at the very least, the worker you just entered.
Explanation of Fields
Date: You can enter any date you wish, even a future date. You can also use the calendar to pick a date.
Amount: This field represents the amount your worker's fixed-price item or reimbursable expense. Enter a dollar figure.
Client: This is your list of clients. A client must be chosen from the list. If you wish to enter a fixed-price item or reimbursable expense for a client you do not see, then you can add the client in the Clients Screen. Once you pick a client, the project drop-down box will update with the chosen client's projects.
Project: Every client by default is given a Miscellaneous Work project. If you have not created any projects for a client, simply leave the Project drop-down selected to Miscellaneous Work. Don't worry, the project name does not show up on invoices, and is mainly used for your own reporting and tracking.
Worker: This is your list of workers. By default it will be selected to you, so make sure to change it to the worker whose fixed-price item or reimbursable expense you are entering.
Fixed-Price / Expense Summary: Describe the fixed-price item or reimbursable expense. Enter up to 1000 characters max.