TriNet Expense supports the ability to track expenses or time entries by client or project.
In the expense line item or time entry, enter the client or project you want to track. The client field will automatically be filled in that the project is associated with. It is recommend to type in the first 3 letters of the client or project.
To manually enter in, make sure you have selected "Custom Clients & Project" in the drop-down then select the Add button.
If you are entering a Client, add it to the name field and select Save. To add a project, select the parent (which is the Client), and enter in the project in the name field. You can also create sub-projects by selecting the Project as the parent. Default rate, default currency, and default billing type are associated with the Time module.
Please note that clients / projects imported from 3rd party applications do not support TriNet Expense's time module yet. We anticipate to have that available soon.
If your list contains under 4,000 records for Clients & Projects, employees can type the first three characters of the record and TriNet Expense will auto-suggest any matches. If the list contains over 4,000 records, a search button will be added to the user's account. Employees will need to type in the first three characters and select the icon in order to find any potential matches.