Settings and activity
4 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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Vicki Lowther
supported this idea
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23 votesVicki Lowther
supported this idea
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47 votes
An error occurred while saving the comment Vicki Lowther
commented
This feature would be very helpful to ensure credits are correctly passed through to customers, and in an efficient manner. Being able to assign the credit to customer would be a major improvement to this function
Vicki Lowther
supported this idea
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208 votes
An error occurred while saving the comment Vicki Lowther
commented
When creating a billable expense invoice from a Bill, often the source document needs to be attached and sent to customer. Would be efficient to have option to transfer the attached source document from the Bill to the Billable expense invoice
Vicki Lowther
supported this idea
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A quick audit report is a necessary feature to ensure all billable expenses have been charged to customer. Currently a very time consuming process to check if any have been missed