Billable Expenses - Batch assign to customer
I often have 30 or so bank transactions (both credit and debit) that I need to on-bill/on-credit to a customer. The process described in https://central.xero.com/s/article/Add-a-billable-expense-to-an-invoice requires multiple clicks per transaction and does not work for credits.
In addition, there is no indication in the bank transaction list that the entry has been assigned to a customer as a cross-check.
6
votes
Eric Holmberg
shared this idea
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Allen Fuller
commented
As a digital agency owner, I need a streamlined way to quickly assign expenses to a customer so that I am not stuck manually reconciling every client expense for hours on end and can get back to serving my clients.