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  1. Billable Expenses - Assigning items to customers, make clicking "OK" act like the "Assign" button

    4 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Robert Vrolijk commented  · 

    The existing function of assigning bills/expenses to a customer has too many unnecessary steps. This has been raised in other suggestions dating back to 2023, but as it is now 2025 best to update to a new case.

    The steps today:
    1. Open bill/expense
    2. Click on "assign to customer"
    3. Select customer, you cant use the drop down until you type (part of) a name
    4. Select an expense even though it already shows in the window (remember, we were already in the expense in step 1)
    5. Click on assign to customer
    6. Click on ok.

    If you select the customer and click OK, it will not be assigned as you missed step 4 and 5. It is not intuitive at all. 1, 2 3 and simply click OK should be more logical.

    Robert Vrolijk supported this idea  · 

  2. Expenses - Simplify assigning expenses to customers or Projects

    10 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Robert Vrolijk supported this idea  · 
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    Robert Vrolijk commented  · 

    Assigning bills/expenses to a customer has too many unnecessary steps.
    1. Open bill/expense
    2. click on assign to customer
    3. select customer, you cant use the drop down until you type (part of) a name
    4. select an expense even though it already shows in the window (remember, we were already in the expense in step 1)
    5. Click on assign to customer
    6. click on ok.

    If you select the customer and click ok, it will not be assigned as you missed step 4 and 5. It is not intuitive at all. 1, 2 3 and 6 should be more logical.