Billable expense - Automatically autofill account and project code in invoices
Currently after we assigned billable expenses to a customer and subsequently when we create a new invoice with the billable expenses, noted that the tracking category named Projects as well as account code are not auto-fill. We need to fill in manually which is time-consuming, imagine there are 100 items in the invoice.
It will be very helpful and save time if the account and project code will be auto-fill in the invoice. We really appreciate your support and looking forward this can be implemented. Thank you!
Lee Hoon See
shared this idea
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Alinea Clerk
commented
we would like to be able to allocate the customer invoice account number at the moment it is created as a billable expense. Appreciate there’s a default to inventory item, but for many business that don’t use inventory, account numbers used for billable expenses carry through from purchase to sales whereas customers/contacts don’t have a “default account”. The Xero-initiated suggestions are way off base.
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Jamiee Chazen
commented
This is the whole point of this feature.