Settings and activity
3 results found
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162 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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Tara Nathan
supported this idea
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An error occurred while saving the comment Tara Nathan
commented
Crucially important if you are running a cost plus margin business
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194 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
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116 votes
Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.
The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.
As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.
If you’d like a preview, you can check out the design on our Prototype page. We’re still building this…
An error occurred while saving the comment Tara Nathan
commented
100% agree - for the dashboard to work properly, it needs to show ALL bills rather than a subsection. Awaiting approval has clearly been 'more vetted' (Kiwinglish) than a draft bill so this total needs to show at the front, particularly for management to view. We bookkeepers already know how to look behind the scenes and find the detail.
Thanks Rebekah Green and Andrew Sharatt. We do use those categories on our jobs. Unless I'm missing something though (possible!), these categories don't actually tell me whether the expense has been recorded as a billable expense to the customer and so we're back to manually checking line items whether it's before invoicing (say using AP summaries) or after invoicing (say using AR summaries). The requested report would only identify anything not assigned to a customer as a billable expense, otherwise I don't know it's going to appear as a billable expense when I generate my invoices.