Billable expenses - Add items to Invoice in the same order as the source Bill
I have a client that sometimes has 20+ inventory items on a bill, with similar description, but sizes different. They enter bill in a logical sequential order, but when you add them to the invoice, all to same invoice, its not split between different customers, the items are in a different order with no order, not even items code. IT frustrating client in the process to reorder the items it taking much longer
Emma Macdonald
shared this idea
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kirven palomaresson
commented
When dealing with billable expenses in accounting software, it can be frustrating if items don’t appear on the invoice in the same order as entered on the source bill, especially when managing 20+ inventory items with similar descriptions but different sizes. Unfortunately, most systems auto-sort items alphabetically or by item code when added to an invoice, which can disrupt your client’s logical sequence. A good workaround is to use custom item numbering or prefixes to maintain order or manually adjust line items after importing. Just as professional services like Deck Builder Asheville NC Pavers https://deckbuilderashevillenc.com/services/pavers/ maintain precise organization and design flow for outdoor projects, keeping structured billing practices ensures accuracy, efficiency, and client satisfaction in every transaction.
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Lisa Fisher
commented
We regularly use Billable Expenses, and when entering bills, the transaction lines are always entered in the same order. However, when these billable expense lines are pulled into customer invoices or the Billable Expenses report, the order is inconsistent and doesn't match how they were entered on the bill. As a result, we have to manually rearrange the lines on each invoice to maintain consistent formatting.
Is there a way to ensure that Billable Expense lines are brought through to invoices or reports in the same order they were entered on the original bill?