What is the first step for adding a billable expense to a customer?

The first step for adding a billable expense to a customer is to assign those expenses to them, which is accomplished by clicking "Assign expenses to a customer." This action allows you to specify which customer will be billed for the incurred expenses, effectively linking the expense to the customer’s account in the system. It ensures that all related costs are accounted for and can be included in an invoice sent to the customer later. This step is essential for accurate tracking of expenses that are chargeable to customers, setting the groundwork for subsequent processes, such as creating an invoice or incorporating expenses in a purchase order.

While other options might be part of the larger process, they would come after the initial assignment of the billable expense. For example, creating an invoice typically follows after linking the expense to the customer. Uploading a bill PDF and drafting a purchase order are also relevant tasks but pertain to different aspects of expense management and billing. Therefore, beginning the process by assigning the expense ensures clarity and accuracy in your bookkeeping and customer invoicing workflow.