Fixed Expense Tracking to be invoiced
under review
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Dustin Pruett
It would be nice to have an expense tracking area under billing that you could go in and add expenses that are typically billed to the client or are reimbursements from the client that could be automatically pulled into a one-off or recurring invoice. I know there is the ability to do this with time but it would be nice to have the ability to track non-time related client billable expenses (not in the project or individual client area).
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Marcy Hartung
It would be great too if we had the option in the client billing screen to put reoccuring expenses - most of our clients have the same charge everytime possible the amounts would change. But most always have Postage, QBO Subscription Fees etc.
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Marcy Hartung
Yes I have put this one in as well too - billable expense example: Postage fees, QB Subscriptions and many more
Amanda Aparicio
under review
Amanda Aparicio
Dustin Pruett, could you kindly clarify? You mentioned "not in the project or individual client area" -- could you expand on what you mean by this?
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Dustin Pruett
Amanda Aparicio - So we bill pay for our clients QB subscriptions and then just get reimbursed for that, or things like CorpNet or other one off things we just pay for, for the client and then just have reimburse us. It would be nice if under the client (or total level) we could add those items in to keep track of and make sure we are invoicing the clients for them.
Amanda Aparicio
Dustin Pruett, okay, I think I understand! So something like an "Add expenses" option when creating invoices would work? (see screenshot below)
If so, what information would you need to input in order to create the expense at the client level? Payment Date, Category, Description, and Amount?
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Dustin Pruett
Amanda Aparicio yeah that would be great, I like the information you suggested and maybe even the ability to connected to a project if necessary. Also, potentially be able to attach a receipt for back-up.
Amanda Aparicio
Dustin Pruett: This is super helpful, thank you! Some more questions if you have the time:
- When billing for an expense, where do you expect the deposit to go? The same deposit as other items on the invoice? Or somewhere else?
- How should expenses impact various reports? For example, should we not include expense amounts in the Revenue report?
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Dustin Pruett
Amanda Aparicio I think it would depend but probably the same place would be good, but being able to direct to a specific GL would be nice. I wouldn't but that is because we don't mark up expense reimbursements for additional revenue.
Amanda Aparicio
Dustin Pruett: got it! Thank you again!
Canny AI
Merged in a post:
Be able to bill for expense items!!
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Marcy Hartung
Be able to bill for expense items!!!