Service Date ranges let you allocate budget-related expense invoices to the correct budget period based on when the service was delivered — not when the invoice was entered. This is particularly useful when invoices arrive late or span multiple periods.
Note: This is a beta feature. To enable Service Dates, go to Settings > Manage Companies, select your company, click the Invoicing tab, and turn on Service Date.
How Service Dates Work
When Service Date is enabled, a Service Date field appears on expense invoices. The date entered determines which budget period the cost is allocated to in Budget vs Actuals reporting. If the Service Date field is left blank, Re-Leased falls back to the invoice's Due Date for budget allocation.
Using a service date range — a start and end date spanning the coverage period — allows Re-Leased to proportionally allocate costs across budget periods when an invoice covers more than one period.
When to Use Service Date Ranges
An insurance invoice covers 12 months but arrives mid-budget period
A maintenance contract spans two budget years
An invoice is entered late and the due date falls outside the intended budget period
How to Set a Service Date Range on an Invoice
Open or create the expense invoice.
In the Service Date field, enter the start date of the coverage period.
In the Service Date End field, enter the end date of the coverage period.
Re-Leased will proportionally allocate the cost across the budget periods that fall within the range.
Complete the remaining invoice fields and click Save.
Note: Service Date ranges apply to budget reporting only. They do not affect when the invoice is due or how it appears in Client/Trust Accounting reports.
Service Dates in Budget vs Actuals Reporting
In the Budget vs Actuals Report, expenses with a service date range are allocated proportionally across the periods covered. This ensures actuals accurately reflect the cost attributed to each budget period rather than lumping the full amount into the period when the invoice was entered.
Budget by Area is referred to as Budgeted Outgoings in Asia-Pacific, Service Charge in Europe, and Operating Expenses in North America. For more information on regional terminology, see our Glossary of Regional Terminology.