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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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Yes, this is nuts. Xero support pages say: To find transactions in Xero that are not assigned to a project, navigate to the "Business" menu, select "Bills to pay", then click the menu icon and choose "View bills not assigned to projects" - this will display a list of bills that don't have a project associated with them; you can further filter by date range if needed.
But I can find this option anywhere. There is not point in using projects if you have not way of finding the exceptions.