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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.

As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.

Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.

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  • Sue Skinner commented  ·   ·  Report

    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.

  • Haydn Pallisier commented  ·   ·  Report

    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.

  • Steve Taw commented  ·   ·  Report

    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?

  • The Auto Sparky commented  ·   ·  Report

    Listing all expenses that have been assigned to a customer would be easy to implement and should be shown under the Contact activity screen.

  • Ian Logendra commented  ·   ·  Report

    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!

  • Lara Cornforth commented  ·   ·  Report

    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.

  • Noel Rude commented  ·   ·  Report

    The response time for a new report filter is certainly disappointing.

  • Hilary Martino commented  ·   ·  Report

    I need this report - Come on Xero - I am sure this would be useful to all users.

  • Lara Grummitt commented  ·   ·  Report

    So how many years and votes does it take to get action?

  • Jessica Berkley commented  ·   ·  Report

    I agree this would be a helpful feature. At the very least, could we have a filter option on the Account Transaction report that can say whether an item is marked as billable or not? I can drill into the transaction to see then who it's billable to. I have a client that uses billable expenses and it would be much more useful if you could see what isn't marked as billable rather then billable expenses outstanding.

  • Helen Schafer commented  ·   ·  Report

    Hi. This feature was released in NZ the last couple of month - but only for assigning to Projects, not assigning to Contacts. But still, that's a massive improvement. So now under the extra options dots you can have a view of bills to only show those that have not been assigned to a Xero Project.

  • FRANK D'AQUINO commented  ·   ·  Report

    makes it easier to follow up on staff to see if they completed task. makes it easier for me to check my own work

  • Alice Pearce commented  ·   ·  Report

    This option would help to save time on a lot of manual checks.

  • Zoe Hellmuth commented  ·   ·  Report

    The option available isn't currently working. This would help to save time on a lot of manual checks.

  • Mark Russell commented  ·   ·  Report

    Re Brenda's post 06/06/23, this isn't available in UK - it would be so easy to add a column to the payable invoice summary report showing who billed to or not billed. It's a major area of financial risk. Can lose thousands if someone forget to assign to customer and no means of checking.

  • Matt McPhee commented  ·   ·  Report

    For others looking for a solution here, I have managed to find a work around using a Xero workaround called FlexReporting.

    This add-on accesses the underlying Xero data and will highlight any transactions that are not matched. It is fairly rough and ready, but it works for me.

  • Matt McPhee commented  ·   ·  Report

    Unfortunately it's not been implemented. Although there may be a way of using Project as a work around:

    Thank you for contacting Xero Support!

    We had a look from our end and can see that this idea hasn't been implemented yet. The idea this person is mentioning is related to Projects which is another product the Xero offers.

  • David Shipman commented  ·   ·  Report

    Can't confirm for Canada but I'm UK and definitely not seeing it.

    Furthermore I'd be happier if it (also) showed in the Account Transactions page for an account, this is where I work more than the bills view. It is easy to see that each line has or hasn't a file attached, to see it has or hasn't been assigned to a client would be a big help (and I assume little different in implementation to getting it on the billing page too).

  • Sean Annable commented  ·   ·  Report

    Can anyone confirm if this function is live for Canada? I don't see this.

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