Billable Expenses - Show Bills that have and haven't been assigned as billable expenses
To have a list that shows bills that have and haven’t been assigned to billable expenses.
Purpose: Users can easily identify which bills that have and haven’t been assigned to billable expenses.
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Ivan Woods commented
Strongly agree - need to be able to download reports for Expenses / Bills assigned to a customer over time
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W Dean Kaiser commented
After years of use I just discovered that I have to MANUALLY search individual expenses that were invoiced together. A basic rule in bookkeeping is to create an audit trail, and Xero has failed to do that for invoiced expenses. Its inexcusable, and now will create a giant waste of time for me. This has very negatively affected my generally high opinion of Xero. One has to wonder how many other clearly necessary background utilities bare lacking?
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Penny Elliott commented
There is no point in assigning a billable expense if I can't see a report of direct expenses
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Henry Walsh commented
This is extremely important for reconciling for customers who want to see the detail behind the billable expenses
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Liz Walsh commented
An exceptions report which shows expenses (eg cost of goods sold or payment transactions) which have been entered without an assigned customer. The 'billable expenses-outstanding' report only shows assigned expenses which have been entered correctly. Expenses may have been missed from client invoicing
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Bronda Smith commented
If you use Projects then this is an available report already
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George May commented
Morning!
I've started working with a client who does a lot of billable expenses. I see Xero has an Outstanding Billable Expense Report.
Further to some of the comments below, I think the issue is also the lack of intermediary journal entries.
Billable expenses are set up as inventory...
Dr Inventory - Cr Acc Payable
This will show what has not been rebilled.
When sales invoice raised...
Dr Cost of sales (billable expenses) - Cr Inventory
and of course
Dr Acc Receivable - Cr Sales and VATXero only does the first and last, which means a monthly journal needs to be done to get the right balance in inventory.
I would think this is a really simple addition! Thoughts please...
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Sue Skinner commented
Yep I have definitely missed assigning some invoices - it is so easy to do. Back in the 80's we had an old computer system that I could have created a report to identify them quite easily on - unbelievable that they cannot or will not do it in 2024 .......... Xero - please up your game!!
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Mark Russell commented
We only seem to receive lip service. It's not just a 'nice to have' feature... without a report of non-assigned costs, it's quite easy for significant loss to the business. The double assign and add requirement seems unnecessary too.
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Sue Skinner commented
Mark Russell - completely agree. Do you think they even read these comments?
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Mark Russell commented
And mind boggling that they don't care about such a fundamental and critical feature, which would seem so simple to add, as it's years since this was first raised! Appalling.
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Sue Skinner commented
I find it mind boggling that there isn't a simple report to identify any expenses that have not been assigned to a client. Xero - this means that your users are likely to be losing money and your software is meant to make life easier and more efficient. Please tell us why you cannot correct this obvious defect as a matter of urgency.
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Haydn Pallisier commented
Jumping on board the previous comment, this feature is desperately needed particularly when the process for assigning a bill to a customer is, in my opinion, somewhat clunky with the added step being the selection of “assign” rather than just finding the customer, ticking the required lines and then approving.
I would find it extremely helpful if when viewing all bills, there was a column that was to show who the bill was assigned to as a quick check method.
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Steve Taw commented
Come on Xero, what's the point of asking for feedback and ideas if you dont do anything with it?
Why are you just sitting back and watching everyone send you the same comments and you don't even have the courtesy to respond? -
Oleksandr Melnichuk commented
Please implement billable expense column in Payable Invoice Detail Report.
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The Auto Sparky commented
Listing all expenses that have been assigned to a customer would be easy to implement and should be shown under the Contact activity screen.
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Ian Logendra commented
Such a basic request and very easy to filter for in the database. Can't believe its 18 months and still nothing.
We're basically paying for clients stuff when its missed from allocation by accident. So not only are we not getting the money in, we're paying for it! And now that i've noticed it happens, it's going to take months to get the admin team through each invoice manually!
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Lara Cornforth commented
Need to check I haven't missed charging a customer for items we have purchased & used in their works. Else we run the risk of giving these away for free.
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Noel Rude commented
The response time for a new report filter is certainly disappointing.
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Hilary Martino commented
I need this report - Come on Xero - I am sure this would be useful to all users.