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Investment Chargebacks

Managing chargebacks from investments involves setting up chargeback options. You can select from the following chargeback options or types:

Bill Expense identifies how costs are booked. Bill Expense is also used to match with transactions to determine whether investment costs are invoiced or not. Suppose your company has a policy to charge back only investments that are considered capital expenses. Suppose further that you manage e-mail servers. Companies consider servers and other mission-critical hardware to be depreciable and handle them differently during transaction processing. Any capital expense transactions that are processed against your e-mail servers are ignored and not charged back.