Change billable-related labels to reflect grant management terminology

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.

Areas affected by label change
ApplicationPage nameTab or buttonCurrent labelNew label
Accounts PayableBills-BillableQualified expense
Cash ManagementCredit card transactions-BillableQualified expense
General LedgerJournal entries-BillableQualified expense
ProjectsProjectAdditional infoBillingQualified expenses
ProjectsProjectAdditional infoBilling typeQualified expense type
ProjectsProjectAdditional infoDefault employee expenses to billableInclude employee expenses
ProjectsProjectAdditional infoDefault AP and PO entries to billableInclude AP and PO
ProjectsProjectProject summaryActual billingsActual qualified expenses
ProjectsProjectProject summaryBudgeted billing amountProjected qualified expense amount
ProjectsProjectProject summaryBudget billing amount differenceProjected qualified expense amount difference
ProjectsProjectProject summaryBudget billing percentage varianceProjected qualified expense percent variance
ProjectsTask-BillableQualified expense
ProjectsGenerate invoicesDisplay optionsChoose billable transactionsChoose qualified expense transactions
ProjectsGenerate invoicesPreviewBudgeted billing amountProjected qualified expense
ProjectsGenerate invoicesPreviewBilled to dateApplied expenses to date
ProjectsGenerate invoicesPreviewBilled to date hoursApplied hours to date
PurchasingTransactions-BillableQualified expense
ExpensesStaff expenses-BillableQualified expense
TimeMy timesheets-BillableQualified expense
TimeStaff timesheets-BillableQualified expense
ExpensesMy expenses-BillableQualified expense

Change billable and related labels

  1. Go to Projects > Configuration.

  2. 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.