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This has been added for those that use Projects. If you go to Bills page, click on the 3 dots beside New Bill, there is a new option to View bills not assigned to projects. You add the dates and all bills come up that are not assigned

Has this been added? I can't find mention of it.

This has now been added. Fabulous

This would be very valuable to ensure all costs are assigned to the customer - as mentioned below, at the moment it is a manual, time consuming process to check.

A simple additional column in the bills to pay page showing whether it has or has not been assigned to a customer would save hours of having to log into each individual bill to check, and also minimise missed revenue when bills go unassigned.

I want to be able to view ALL bills paid or unpaid that have been allocated to a customer. We pay our bills on the 20th of each month but our jobs can be invoices way after that, so bills can be missed when it comes to invoicing as if I have paid them they wont show on my billable expenses report. Many thanks Carol

A lot of hours are wasted matching up the detailed transaction report to the billable expense report and the chance for error is high. Each "miss" is a direct loss for the billable expense. At some point, we need to start looking for other solutions.

I assign billable expenses to each customer to help determine the overall project expenses. Currently there's no report or way to find unassigned billable expenses if it wasn't assigned to a customer. This is important since the project cost is used to determine the commission amount to the sales rep. I'd like a report that will look at all the bills that are not assigned to a customer.

This really is essential in managing re-chargeable expenses - finding expenses that have not been marked as billable (which should be).

A quick audit report is a necessary feature to ensure all billable expenses have been charged to customer. Currently a very time consuming process to check if any have been missed

would save me so much time

Yes please! I use billable expenses all the time but it would really help to do a sense check to make sure that I have coded all of the appropriate bills with who they need to be billed on to and that nothing has been missed! The only way to check at the moment is to manually go into each bill or compare side by side with the billable expenses - outstanding report. Both are cumbersome.

Come on Xero, this is simple reporting, if you don't want to design the reports yourselves, then give us the tools to do this.

this would be extremely useful. As normally paid bills 20th of each month, but we can not invoice the customer until job completed which could be 1-2 months in a house build. I feel the only true way to ensure I capture all expenses is to print " billable expenses outstanding report each month before I pay bills. This is messy

Absolutely. Crazy that this audit trail isn't readily available

More & more clients are asking for this functionality.

Thanks Rebekah Green and Andrew Sharatt. We do use those categories on our jobs. Unless I'm missing something though (possible!), these categories don't actually tell me whether the expense has been recorded as a billable expense to the customer and so we're back to manually checking line items whether it's before invoicing (say using AP summaries) or after invoicing (say using AR summaries). The requested report would only identify anything not assigned to a customer as a billable expense, otherwise I don't know it's going to appear as a billable expense when I generate my invoices.

I use the Accounting/Reports/Payables and receivables/Billable Expenses outstanding report.

I created categories for tenants/customers and this can be added as a column to other reports - such as the Aged Payables and Account Transactions reports. However, I need to create and save these as custom reports so that the additional column showing the tenant/customer remains on the report each time I run them.

Every expense not assigned is a direct loss to the business.
As Jade points out -just add an 'assigned customer' column.

Agree with this - reconciling whether you've captured all billable expenses is very time consuming at the moment.