Re: Weekly Uber Report (31)

My locations add this expense in CC/wellsky and it is added to the client
bill.  We were tracking Uber for CGs and clients on a separate spreadsheet
with a column for billable but since getting this report, we have stopped
using that spreadsheet.  We could bring that back and use it to reconcile
this report weekly.

On Tue, Aug 15, 2023 at 3:30 PM <andreas.kozak@thekey.com> wrote:

> Hello All!
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> In this week’s Uber report I have split up the billable vs. unbillable tab
> for better visibility.  It appears that our total spend on Uber services is
> almost evenly split between billable and unbillable.  However, with nearly
> $5,000 in billable Uber spend, I am curious about the process of capturing
> these expenses. How are the clients billed for them (i.e. are we adding a
> service fee?), and who is monitoring this process so we’re not missing out
> on any reimbursements?  Oftentimes, there is no client name in the expense
> memo, as there should be.  How do we know to whom to send the invoice?  Is
> there a way to track this?  I would like to compare billable Uber spend
> from this report to what was billed to, and paid by the clients.  Can
> someone please point me in the right direction as to who would be able to
> shed some light onto this process?
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> Thx,
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> Andy
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> Andreas Kozak
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> Procurement
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> (631) 400-4409
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