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.
AdminXero Team
(Admin, Xero)
shared this idea
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.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
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.
-
Jacinta Sutherland
commented
This would be a helpful feature
-
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
-
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.
-
Adam Wareing
commented
Yes that would be amazing!