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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Ben Mildren commented
Definitely something wrong when it's easier to attached a file to this comment than it is to attach a file to an invoice with billable expenses. Surely most businesses have one customer that requires receipts to be attached to their invoice.
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Peter Frappell commented
It only seems logical that when charging a billable expense to a client that they would require the evidence.........i.e. an attached copy of the tax invoice/receipt
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Tim Ferris commented
It's SUCH a time waster having to do this twice. For example, a large trip that is client billable will have many receipts for expense claims - it doubles the admin required, which seems odd as most of Xero is so logical and intuitive
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Tahnee Pauley commented
If an app doesn't save the small business owner time and effort they won't use it. Xero Expenses is a great app in my opinion just little tweaks like these will make it magic.
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Jacob Vissering commented
I agree and would add the same feature should exist for project related expenses that have receipts attached to them. When invoiced, it would be awesome if the receipt automatically attached to the invoice.
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Tahnee Pauley commented
Client uses Xero Expense App - then tag in Customer as "billable" expense but the actual receipt does not attach to the invoice. Client need to drill back into each expense claim, download the receipt then attached to invoice. Also limited to 7MB - not enough.
Billable expenses is a great feature but could be even better for small businesses needing to on-charge to their customers.
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Mark Purcell commented
When I add a billable expense to an invoice, I would like any attachments associated with that expense to also be copied to the invoice.
Use case:
My billable expense generally will have a copy of the taxi/ airline receipt. My client would like to see a copy of that receipt with my invoice. Currently I add the billable expense, but then have to manually locate the receipt and manually upload to the invoice.