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I totally agree! It should be possible to look into the billable expenses that are booked on an invoice. The information is there, but once an invoice has been paid I have to: open the invoice, undo the payment, edit the invoice, click on 'view billable expense'. And then redo the payment. That is ridiculous.

I too have been quite astounded to discover this isn't already a reportable thing. It's truly unbelievable that once a billable expense is invoiced there is no way to get the information back in a report so unless you keep running & exporting billable expense reports for customers PRIOR to allocating those items to an invoice & maintaining a manual spreadsheet, there is NO way to get the information out of Xero...easily anyway. The only way I have found is to run a billable expense report for the day before the last invoice was raised for a customer, export that & then run & export a fresh billable expenses report with today's date & do an excel data match between the two exports....time consuming & laborious!

If an expense is allocated on a draft invoice, this shows on the Billable expenses - Outstanding report so it's not beyond comprehension that another column with Invoice number can be added for items already invoiced. The data is residing in Xero so to make this tweak to this report is unlikely to be a rewrite, more a tweak.

There are other threads on Xero's help asking about this that would indicate interest in this is far greater than Xero realise. And that's just from those of us who are driven to raise it or ask the question.

Kelly Munro seems to be the same Xero person that has responded to this query, "How to review billable expenses?" since 2020
There's another one titled "How to trace back to a billable expense from a sales invoice" but that one has no Xero response, just users.

Kelly if you read this, please raise it with someone who can do something about it. The data is in xero, it can't be that hard to create the parameters for extracting it.

Thank you

We require an expense claim report for all paid expenses, showing the details of the expense and we need to be able to select the date range. The current report shows all unpaid, but no historical data of paid expenses.

A full billables expenses report, where we can see all billables expenses - allocated in an invoice or not. We are currently having to run 3 systems and duplicate work to keep track of these expenses. Please help us with a report!!

@Xero is anyone listening to this feedback ? What's the plan, i need this quite urgently.. its costing me a lot of time. Tx

A full billables expenses report, where we can see all billables expenses - allocated in an invoice or not - would be highly valuable for our operation.

Xero's response only helps going forward, I need the data going back... obviously Xero product is not that good if it cannot report on data that already exists.... this is a basic basic report, come on Xero, pull your finger out and create a report, its a simple query.

I want to run an account transaction report for subcontracters / materials so I can see everything posted to that account, and then have a column that shows whether the expense has been billed to a client or not.

This is a critical feature for our business as we need a way to check that any expenses that should have been allocated to a customer, are on an invoice. Have a report called expenses or something where you can select specific code of accounts and then it should have all the transaction details plus a column that is either referencing an invoice number, is 'unassigned' or is blank - I want to make sure we are not missing revenue because we have forgetting to allocate an expense item to a customer.

Run Reports for Assigned Customer Expenses - It would be extremely helpful to be able to run a report for each of my customers to see total assigned expenses for bills that have been paid and approved, not only for unpaid bills.

This feature would be extremely useful. We aggregate expenses on the customer invoice but I would like to be able to view the individual invoices for our own internal reporting processes at the end of a job. The sooner we can get this the better.

Hi there, I use the billable expenses feature on xero when invoicing customers. Generally on their sales invoice I'll consolidate all the billable expenses onto one line item for easy visualisation. But if the client requests, I'd like to be able to produce a report with itemised breakdown of the billable expenses sent to the customer on their invoices. is there a report I can use in Xero to do that? Or do i need to generate a custom report? At the moment I can only find billable expenses - outstanding as a report option for this feature. Many thanks,
Asha

How soon can this happen?

Completely agree

Please make this happen ASAP :)

How this isn't already a feature is beyond me.

We can run the outstanding expenses, so surely it would be logical to see linked?

I agree this is a must-have feature, invaluable for clients at the year end :-)

I would definitely support this - a very useful feature to allow me to report back to my client at the year end.

Important in industries where you need to split out income from professional fees Vs billable expenses (which can also be professional fees from 3rd party) for licence applications etc.

We need to include total fees for whole financial year, and is currently a right pain in the A to go through each invoice individually and remove the 'billable fees' amount from the calculation when all income is billed to 'service income'. Yes, I know it would be easier to use separate income line, but client doesn't want this....

Please add 'Assign to' column on the 'payable invoice detail' report so i can see which employee has assigned their expenses to customer for us to recharge it to. Please do this urgently, just one column needs to be added. Thanks