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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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.