Settings and activity
2 results found
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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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Gordon Flores
supported this idea
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181 votes
An error occurred while saving the comment Gordon Flores
commented
My invoices have three payment schedule as the work is completed. This feature would be beneficial for cash flow planning.
Gordon Flores
supported this idea
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I assign billable expenses to each customer to help determine the overall project expenses. Currently there's no report or way to find unassigned billable expenses if it wasn't assigned to a customer. This is important since the project cost is used to determine the commission amount to the sales rep. I'd like a report that will look at all the bills that are not assigned to a customer.