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.
AdminXero Team
(Admin, Xero)
shared this idea
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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.