Settings and activity
3 results found
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136 votes
Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.An error occurred while saving the comment 
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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118 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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101 votes
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.