Chart of accounts - Ability to set billable expense based on account
The ability to automate billable expense assignment by GL code. If you code to a certain GL code you want it assigned automatically as a billable expense for a certain customer. This helps with intercompany on-charges.
Theresa King
shared this idea
Interesting way of considering how this feature could work, Theresa.
It'd be good to see if others in the community would find this workflow useful to them as well. We'll keep an eye on the support for this here.
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Sarah Shaw WSM
commented
This is a great idea.
We have a specific nominal code setup as a current asset called "Billable Account" that we use to code all costs to that are billable to customers. Then when the sales invoice is raised to recharge that cost to the customer the amount is credited to the same nominal code to 'clear it' from the ledger.
If by coding a cost to that nominal code it automatically marked it as a billable expense that would be fantastic!
Not sure how the allocation to a customer would work though?
Perhaps I think as originally suggested that the customer is associated to the nominal code used therefore allocated automatically when that code is used, that would work for us.Or to be able to batch assign costs to a customer later, for us we use the cost categories and we could use those to determine which customer to allocate the cost to. If there was a function to allocate them in batches this would also work well.