Change billable-related labels to reflect grant management terminology
Related information
Related topics
The term billable does not always make sense for nonprofit organizations working with grants. By selecting one checkbox, you can change the Billable label to Qualified expense. All related labels are updated. The list of affected areas is in the following section.
Affected locations
The updated labels appear in the following locations.
| Application | Page name | Tab or button | Current label | New label |
|---|---|---|---|---|
| Accounts Payable | Bills | - | Billable | Qualified expense |
| Cash Management | Credit card transactions | - | Billable | Qualified expense |
| General Ledger | Journal entries | - | Billable | Qualified expense |
| Projects | Project | Additional info | Billing | Qualified expenses |
| Projects | Project | Additional info | Billing type | Qualified expense type |
| Projects | Project | Additional info | Default employee expenses to billable | Include employee expenses |
| Projects | Project | Additional info | Default AP and PO entries to billable | Include AP and PO |
| Projects | Project | Project summary | Actual billings | Actual qualified expenses |
| Projects | Project | Project summary | Budgeted billing amount | Projected qualified expense amount |
| Projects | Project | Project summary | Budget billing amount difference | Projected qualified expense amount difference |
| Projects | Project | Project summary | Budget billing percentage variance | Projected qualified expense percent variance |
| Projects | Task | - | Billable | Qualified expense |
| Projects | Generate invoices | Display options | Choose billable transactions | Choose qualified expense transactions |
| Projects | Generate invoices | Preview | Budgeted billing amount | Projected qualified expense |
| Projects | Generate invoices | Preview | Billed to date | Applied expenses to date |
| Projects | Generate invoices | Preview | Billed to date hours | Applied hours to date |
| Purchasing | Transactions | - | Billable | Qualified expense |
| Expenses | Staff expenses | - | Billable | Qualified expense |
| Time | My timesheets | - | Billable | Qualified expense |
| Time | Staff timesheets | - | Billable | Qualified expense |
| Expenses | My expenses | - | Billable | Qualified expense |
Change billable and related labels
-
Go to Projects > Configuration.
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In the Billable field label section, select Grant (Qualified expense).
The Billable field label section is available if the Enable grant fields checkbox is selected.
Regional availability
The Projects or Grants subscription is generally available in all supported regions.
