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  1. Smart document capture - Ability to assign billable expense

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    1 comment  ·  Contacts & files » Files  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah perfect thanks for the confirmation and the screenshot, Jayne. Just wanted to make sure I understood correctly. 🙂

    Being a relatively new feature this is still being developed and I've made sure to share your feedback on with the team. Can appreciate how you'd find this useful to add directly when reviewing the transactions from the Files inbox.

    For now, you'll need to open the bill once Saved from within the Purchases section to assign the billable expenses.

    We'll keep an eye on the interest this build here, and I'll make sure to share if there are any updates.

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    Jayne Sly commented  · 

    Hi Kelly

    Underneath the section where you input details of the expense there needs to be a button (same as in Bills) so you can allocate the expense to a customer.

    Jayne Sly shared this idea  ·