Projects - Assigning an expense to an estimated expense, and the basis for 'What you'll charge'
When editing an assigned expense in the project module, there are four options for 'What you'll charge': % markup, pass cost on, custom price and non-chargeable.
I think there should be a fifth option.
In the instance where the expense is to be tracked to an estimated expense (ie field 2 is completed), there should be the possibility of linking to the 'What you'll charge' amount that is already prepopulated into the associated estimated expense.
This would save a lot of time repeating steps.
Bryony Richardson
shared this idea
-
Simeon Telfer
commented
Like this, but instead of markup it should give the option for a custom price.
-
Simeon Telfer
commented
At the moment, if the estimated expense has a custom price, it defaults to 0% markup when a billable expense is assigned to it. It takes me hours every week to manually edit each item and enter the custom price, which has already been set at the Estimated expense level!
-
Simeon Telfer
commented
When a billablke expense is assigned to an estimated expense, apply the Custom price to the units of that expense. Currently the only option to markup a billable expense when assigning it to an estimated expense is to use a % mark-up, however the amount I'm marking up some subcontractos amounts isn't a perfect %, therefor it would be better if the system kept the number of units and applied the custom price which is already set in the estimated expense.
-
Kevin Storm
commented
When creating bills, etc. the cost can be assigned to a project, however, in doing so there is no secondary selection to say whether this is a non-chargeable cost, pass on at cost, % mark-up or custom price, etc. It will be so much simpler to do it this at that stage, rather than the cost defaulting to one of them that's incorrect.
It's a pain having to create bills and then remembering to go to the project and reassign the expense to the right charge type.
