Settings and activity
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163 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
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Haydn Pallisier
supported this idea
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Jumping on board the previous comment, this feature is desperately needed particularly when the process for assigning a bill to a customer is, in my opinion, somewhat clunky with the added step being the selection of “assign” rather than just finding the customer, ticking the required lines and then approving.
I would find it extremely helpful if when viewing all bills, there was a column that was to show who the bill was assigned to as a quick check method.