Billable Expenses - Files to copy through to the Sales Invoice
Ability to have a copy of billable expenses to the sales invoice.
Purpose: Save them time from having to send another email of copies of the expenses.
Xero Community Team
shared this idea
-
Peter Frappell
commented
It only seems logical that when charging a billable expense to a client that they would require the evidence.........i.e. an attached copy of the tax invoice/receipt
-
Tim Ferris
commented
It's SUCH a time waster having to do this twice. For example, a large trip that is client billable will have many receipts for expense claims - it doubles the admin required, which seems odd as most of Xero is so logical and intuitive
-
Mark Purcell
commented
When I add a billable expense to an invoice, I would like any attachments associated with that expense to also be copied to the invoice.
Use case:
My billable expense generally will have a copy of the taxi/ airline receipt. My client would like to see a copy of that receipt with my invoice. Currently I add the billable expense, but then have to manually locate the receipt and manually upload to the invoice.