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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Meg Anderson
supported this idea
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Yes, there is currently no simple way to do this, so it's incredibly easy to miss billing something back to the customer. You could also allow a way to set something so that charges automatically get billed to a customer, based on settings for that company or based on previous history?? Right now, accomplishing these tasks is incredibly time consuming.