Invoice - Add billable expense hyperlink invoice to bill
I can create a Purchase Order, and from that I can mark it as billed and it creates a bill record for this purchase, putting the PO number into the Reference field of the Bill. The Bill also has a hyperlink to jump to the Purchase Order.
Within the Bill, I can assign the expense to a customer, which is fine.
When I create the customer Invoice, I have the option to add billable expenses, which is fine, and it marks the line as a billable expense, but there is no hyperlink to jump from the Invoice to the Bill.
Having created the Invoice, when I go back to the Bill, the chargeable expense line is marked as invoiced to "Customer Name" followed by a hyperlink to open the Invoice which is perfect!
So in summary:
There is a hyperlink on the PO to jump to the Bill - Perfect
There is a hyperlink on the Bill to jump to the Invoice - Perfect
There is a hyperlink on the Bill to jump to the PO - Perfect
There is NO hyperlink on the Invoice to jump to the Bill - This is the missing link and would be very useful!!
Adding this hyperlink would allow you to look up a customer invoice and very quickly track back any items to the purchase Bill and Purchase Order, something that is very important in the case of a warranty claim on a failed item!
Where the line on the invoice is marked "Billable Expense" could this not simply include a hyperlink to jump to the Bill?
(Out of interest, this is also one thing that Quickbooks can do that Xero cannot!)
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Alex Elsey commented
Still amazed this is feature is not in place
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Jomari Steyn commented
This would be amazing, please develop!
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Sue McKay commented
This Hyperlink is becoming critical for our business as we would be able to use it several times a day, especially as price increases are happening so frequently.
Thanks -
Michele Gilmer commented
I have just had a warranty claim and I had to find the original invoice for the part. I had it as a billable expense so thought I could find it through that but no. so, I had to go back to the paper copies which were a year old to find it as it could have been several suppliers that sold us the part. A hyperlink is an answer as they have one that works well on the other side of purchases.