Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button
I regularly forget to click "assign" before "OK" when assigning a customer to a billable expense. In the attached screenshot, I've identified an expense, found the customer, and the line item is ticked. It's infuriating to have to remember to click "Assign" before "OK", when the rest of the interface is telling me that everything is all set and saved. While I try to remember to press the wretched "Assign" button first, could you please change the default so that clicking "OK" has the effect of clicking "Assign" automatically? There shouldn't be a separate "Assign" button.
Tim Jervis
shared this idea
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Robert Vrolijk
commented
The existing function of assigning bills/expenses to a customer has too many unnecessary steps. This has been raised in other suggestions dating back to 2023, but as it is now 2025 best to update to a new case.
The steps today:
1. Open bill/expense
2. Click on "assign to customer"
3. Select customer, you cant use the drop down until you type (part of) a name
4. Select an expense even though it already shows in the window (remember, we were already in the expense in step 1)
5. Click on assign to customer
6. Click on ok.If you select the customer and click OK, it will not be assigned as you missed step 4 and 5. It is not intuitive at all. 1, 2 3 and simply click OK should be more logical.
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Tim Jervis
commented
I guess it's there for when you want to assign different items to different customers, but it's a use case I never have. It would be nice if clicking "OK" defaulted to assigning the items as shown in the UI, or at the very least notifying the user that they're leaving the interface without having made any changes.
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Tammy Fleming
commented
This is very frustrating, the number of times you think its been assigned and find you added the customer next to each item and clicked ok and not assign first, it seems to be an extra step that really has no sense in it being there!