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How to Mark Costs as Non-Billable in Practice Connect

Learn how to mark costs as non-billable in Practice Connect

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Written by Alex Millar
Updated over 2 months ago

You should first finish mapping the organisations to their respective clients so you can mark every cost needed in one go.

Once mapping is complete:

  1. Go to Costs.

  2. Click on Pending Action.

  3. Find the costs in question.

  4. Tick the box on the left of each cost.

  5. At the top, click Track as non-billable.

Important: Once a cost is marked as non-billable, it cannot be reverted. It will move to the Non-billable tab, and the only option available from there is to delete it.

Marking costs as non-billable in Practice Connect is important for keeping your cost tracking clean and accurate:

  • It clearly separates which costs are for internal tracking only versus those that should be linked to clients as billable.

  • It helps your team avoid confusion later by showing exactly which costs are excluded from client billing.

  • Because this action cannot be reversed, it ensures a reliable record of how each cost was classified.

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