By Category Method (Expenses)

The By Category method lets you group and mark up expenses by categories, which you define in an Expense Categories Table. A typical category could be a travel category, which includes all travel-related expenses.

All expenses associated with accounts that are part of a category are grouped and consolidated by category. The category name prints on the invoice.

Any expenses associated with accounts that are not listed in the Expense Category table are listed by account at the end of the expense section.

This method uses multipliers established in an Expense Category table. If you do not establish Expense Categories, DPS uses the multipliers specified on the Expenses/Units tab in Billing Terms.

You can specify this method for consultant and/or non-consultant expenses.

Determining the Multiplier

To determine the expense multiplier, DPS follows this hierarchy:

1. If an Expense Category table is specified for the project, and the account is part of a category in the table, DPS applies the category’s multiplier (as specified in the table) to the associated account amounts.
2. If an Expense Category table is specified for the project, and the account is not listed in the table, DPS applies the multiplier specified in the Multiplier field on the Expenses/Units tab of Billing Terms to the expense amount.
3. If no Expense Category table has been specified for the project, DPS applies the multiplier specified in the Multiplier field on the Expenses/Units tab of Billing Terms to the total expenses. In this case, if you opt to show detail on the invoice, DPS prints only the transaction date and amount.