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!)
Steve Pearson
shared this idea
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Edward Hodge
commented
I think it's always a good idea to avoid uploading the same documents in multiple places.
If I attach a receipt to a transaction, and I tell Xero that the transaction is billable to a client or project. When I link that transaction to an invoice, it should pull forward the linked receipt. Right now I have to manually upload the receipt to the invoice, not only is that a duplicate step, but it also allows for errors or mismatched receipts.
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Julia Rebhan
commented
The really irritating thing is that the link does exist- you can just click on edit billable expense and see the bill it is linked to....UNTIL you mark the invoice is paid and then the ability to see it disappears and you just have the useless note that it was a billable expense. The only way to find your way back to the original bill is to remove the payment.
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Claire Taitoko
commented
Xero doesn't currently have a direct feature to automatically link billable expenses on customer invoices back to their original supplier invoices. The only way to currently do this is to manually go back through all the supplier invoices and work out where it came from. A link would be much more streamlined, and remove the need to use a work-around - remembering to manually add a reference to the original supplier invoice on the customer invoice.
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Sarah | Relax it's Done
commented
This would be such a great feature and so helpful when helping clients with transparency of purchases on their behalf.
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Lisa Lines
commented
100% support for this feature, it would be a game changer for property management clients who use xero to send out owner invoices and statements
I too would like the original "bill" receipt to pull through to the customer invoice as an attachement I can include when I send the invoice to my customer
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Neal Townsend
commented
Why can't you link back form a customer invoice to the billable expense to the bill that it refers to? Come on Xero, buck your ideas up. This is pretty disappointing.
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Laura Richardson
commented
I too would like the original "bill" receipt to pull through to the customer invoice as an attachement I can include when I send the invoice to my customer, like David Roff suggests,
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David Roff
commented
I support this issue, I have a similar point about files attached to billable costs incurred and would like to include the file ideally Or the hyperlink as noted.
When incurring an expense which is to be rebilled to a customer on reconciliation I add the original receipt
However when invoicing I can add the billable expenses to the invoice but cannot easily add the uploaded receipt, I suggest this could be pulled to the invoice for selection or in the attached files but not to customer allowing me to choose what to add
Without this I have to find the cost in xero and download the receipt and then come back to the invoice to attach as they have to be passed to clients for expenses invoice to be paid
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Eloise Field
commented
Critical for our business, causing so many customer relationship issues.
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Andrea Brown
commented
To be able to trace back to a billable expense that is connected to a sales invoice.
I know on the billable expense it states the sales invoice reference number it's connected to (and is a clickable link to take you to the invoice) but on the sales invoice it just mentions billable expense, not a reference or more detail or a link to lead you back to which expense it is.
This would be extremely useful. -
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.