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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Gordon Flores commented
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.
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Mark Casson commented
This really is essential in managing re-chargeable expenses - finding expenses that have not been marked as billable (which should be).
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Vicki Lowther commented
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
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Matt McPhee commented
would save me so much time
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Sarah Heath commented
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.
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Olly Evans commented
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.
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Carole West commented
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
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Cath Lyons commented
Absolutely. Crazy that this audit trail isn't readily available
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Gary Smyth commented
More & more clients are asking for this functionality.
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Tara Nathan commented
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.
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Rebekah Green commented
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.
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Andrew Sharratt commented
Every expense not assigned is a direct loss to the business.
As Jade points out -just add an 'assigned customer' column. -
Joel Cranshaw commented
Agree with this - reconciling whether you've captured all billable expenses is very time consuming at the moment.
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Jacinta Sutherland commented
This would be a helpful feature
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Jade Bai commented
Surely it wouldnt be hard to add a column in the reports to show the expense has been billed to someone?
A lot of time wasted having to manually check everything... -
Tara Nathan commented
Crucially important if you are running a cost plus margin business
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Aileen Asche commented
This would be helpful. There is currently no way to check to verify expenses have been billed without opening up every single expense or bill manually to see if it's been assigned to a customer.
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Adam Wareing commented
Yes that would be amazing!