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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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Joanne Irvine
commented
This idea/request was first submitted April 22 - that's over 2 years ago. The recent Xero comment was "its not on the Road map"
What does it take to get it "on the Road Map?" - Maybe if we all resubmit our requests it may highlight this is something important to us - the customers and users.
I am extremely disappointed with the lack of action by Xero.
Joanne Irvine
supported this idea
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An error occurred while saving the comment Joanne Irvine
commented
This would be very valuable to ensure all costs are assigned to the customer - as mentioned below, at the moment it is a manual, time consuming process to check.
I do book keeping for a number of clients - most do not use "Projects" - they use Tracking Categories.
The report Ken refers to is only available if you subscribe to Projects.
There is no report that a Billable expenses assigned to a Client can be used to check all expenses have been included on an invoice.
It is very time consuming to manually check all expenses are assigned.
Xero - can you please review this idea again - it is now over 3 years since originally submitted. Great to have all the new innovation, but for me this would be an important time saving report.