Billable Expenses - Files to copy through to the Sales Invoice
Ability to have a copy of billable expenses to the sales invoice.
Purpose: Save them time from having to send another email of copies of the expenses.
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Michelle Lohse commented
Dear Xero Team, It is widely acknowledged that many businesses often require the ability to on-charge either a portion of or the entirety of a bill to an existing client or project with the ability to attach the original bill.
Given this common necessity, it seems somewhat overlooked that this functionality is not currently available in your system. Implementing such a feature would be invaluable, particularly for businesses that handle numerous bills needing to be allocated to various projects or clients on a weekly basis. Moreover, considering the competitiveness of accounting technologies in the market, would it not be in your best interest to enhance your platform in this manner with an immediate fix?
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Ian Whitmarsh commented
Please please please add this feature.. re-billing expenses is a nightmare now.. as we can't attach the orginal uploaded expense attachments
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Ian Whitmarsh commented
If we are billing expenses, we should be able to attach the expense copy added when we create the expense to the invoice.. just like we can add attachments to regular invoices.
Very inconvenient that this isn't possible. -
Lynley Twyman commented
All my expenses need to be transparent ( we are responsible for public money). Under the new version of Invoicing I cant event figure out how to do it. The process is overly cumbersome - see attached) and adds hours to something that should be simple as the data is already in the system.
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Zeenat Bulbulia commented
It would make a huge difference and be much easier to manage. YES PLEASE !
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Kylie Going commented
This would be a HUGE improvement and save me HOURS AND HOURS of time each month
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Catriona Pratt commented
As a charity we are using project for funders and some funders want to see all the receipts for the items we have bought. Some of those are through expenses and scanned receipts, some are invoices. We need to be able to send the overview and the receipts to a funder
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Mick Varidel commented
Would be fantastic to have this feature.
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Alexandra Macleod commented
This would be so useful! We have a number of clients that would use this functionality!
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James Barr commented
This is an absolute no-brainer.
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Margaret Valletta commented
It is so time consuming to have to go back and look up every single expense that is being billed to the intended client so that we can. download and then upload those receipts to the billed client. Why on earth would those receipts not carry through for us to decide if we want to have them "viewable" to the billed client or not? If you are going to provide us the means to bill items to clients, we should also have the files transfer over and THEN have the option to include or not include them as visible to the client. Its just good, simple paper trail. Lets get this done please!
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Andrew Green commented
Yes. very much yes. +1
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Mark McPartland commented
As a Small business user I want to see Expense receipts that are already captured in Expense process included as attachments when those expenses are added to an Invoice
Why:
When invoicing customers and claiming expense costs we need to show them receipts for these expenses
But when creating an invoice using expenses the receipts are not carried across.
(This is the case whether expenses have been assigned to Project or Customer and creating an invoice through the Project module or Invoicing Page)
This results in having to find and reattach all these same files again.
Very time consuming & frustratingA number of people have raised this issue in support requests in the past going back years:
So it has backing
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Rob Clarke commented
Surely to do this isn't rocket science. Xero please do it
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Ivan Woods commented
Strongly agree with comments below - the inability to do this is incredibly time consuming (our client sometimes need to add 40-50 expenses to an invoice)
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Jean-Yves BROUSSY commented
Xero development team, you can do this!
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James Bridgeman commented
Please also see https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/48076607-expenses#comments
NB this feature is standard in Zoho's basic subscription - which is half the price of Xero. I'm very surprised this isn't possible in Xero.
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James Bridgeman commented
This is hopefully fairly straightforward, but it would save a huge amount of time. Many of my clients require me to upload PDFs of our invoices to their systems, rather than send over email – so I need the images of expenses receipts to attach to invoices and be exported as part of the PDF.
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David Munro commented
Fully agree with the comment below! Please Xero, add a feature to pull attachments through to sales invoice along with the recharged expense details.
Thank you! -
Ludovic Blanquet commented
Ability to attach the expenses receipt (pictures) to an invoice for reimbursement.
Today you can add a line item for each expenses to be invoiced to a client but you can't attach a pdf with all the pictures of the receipts which are left into the Expense app.
Most likely the leftover of an incomplete integration of a new software acquisition but critical to save us time!