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.
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Jessica Berkley
supported this idea
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I agree this would be a helpful feature. At the very least, could we have a filter option on the Account Transaction report that can say whether an item is marked as billable or not? I can drill into the transaction to see then who it's billable to. I have a client that uses billable expenses and it would be much more useful if you could see what isn't marked as billable rather then billable expenses outstanding.