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.
Carole West
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Carole West
commented
this would be extremely useful. As normally paid bills 20th of each month, but we can not invoice the customer until job completed which could be 1-2 months in a house build. I feel the only true way to ensure I capture all expenses is to print " billable expenses outstanding report each month before I pay bills. This is messy
I want to be able to view ALL bills paid or unpaid that have been allocated to a customer. We pay our bills on the 20th of each month but our jobs can be invoices way after that, so bills can be missed when it comes to invoicing as if I have paid them they wont show on my billable expenses report. Many thanks Carol