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  1. Invoicing - Internal Cost Tracking Link for Bills to Customers

    1 vote

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Phil, it'd be good to get a bit more detail to better understand your needs from what is currently available with billable expenses.

    Right now, you can assign lines of a bill directly to a customer (rather than project). When you add the items to your customers invoice you can edit the remove the item code if you don't want it directly associated to the inventory item.

    Would it be more something like the idea here that you're after with more visibility of the linkage between the invoice and bill?

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    Phil Hamilton commented  · 

    Thanks Kelly it may be my lack of knowledge on the system. I can link to customers then add to invoice if required

    The linkage suggested is also a great idea.

    Mine is more so being able to pull a list of bills that were assigned to that customer not in a invoice. So go to contacts then a tab or report to retrieve all assigned bills/expenses with each item and total cost

    Phil Hamilton shared this idea  · 

  2. Bank Reconciliation - Indicate if a bill has an attachment when reconciling

    4 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Phil Hamilton supported this idea  · 
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    Phil Hamilton commented  · 

    or filter a list of bills/expenses with no attachments would be good also