Fixed Expense Tracking to be invoiced
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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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Lisa Cox
This is desperately needed!
Amanda Aparicio
Merged in a post:
Expense Report Feature
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Nestor Centeno
FC should have a feature to include reimbursable expenses that can be added to invoices. Even more basic systems (Zoho Invoice) have that feature. This is so standard
Amanda Aparicio
marked this post as
open
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Dustin Pruett
Amanda Aparicio how goes this got moved back to open? Not enough need? Or difficulty getting it implemented?
Amanda Aparicio
Dustin Pruett: for now, it came down to (1) features that we're currently working on (like Google Drive two-way sync, OneDrive two-way sync, Month End Close reports), (2) new features we want to build (like forms), and (3) amount of effort to build out this feature with the sync to QBO. Between those three points of consideration, we realized we might not have the capacity to implement expenses soon, so decided to move the post to "Open" for the time being.
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Nestor Centeno
Other applications like Zoho Invoice have this basic capability. When will you plan to have this feature?
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Jay Wewer
YES! When will we be able to bill out client expenses easily!
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Marsha Kalita
agreed that we need to have a way to bill back expenses
Amanda Aparicio
Merged in a post:
Client Expense Charges
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Jay Wewer
We need a way to add in client billable expenses (in QB these are "delayed charges" to be able to include these on client invoices.
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Elizabeth Shaw
Could the Billable Expenses in QBOA be integrated into FC so that billable expenses aren't manually added to FC invoices? That way we can check multiple items to bill at once similar to checking the boxes for time entries to create invoices. ideally invoicing both time entries and expenses on the same invoice. In QBO, the AP/Expense is marked billable in the transaction showing markup and then hits an income account once billed to the customer.
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Jenna Yuill
Elizabeth Shaw i like this; it's how i do some of my billing and don't really want to change
Amanda Aparicio
Elizabeth Shaw, could we set up a time for you to show me the flow you're expecting in particular? That would be really helpful!
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Elizabeth Shaw
Amanda Aparicio Sure. You can email me at lizshaw@loutumei.com to set up a time to chat.
Amanda Aparicio
Merged in a post:
Client Charges
Amanda Aparicio
I would like the capablility to add billabe charges to clients as I go such as postage or charges for software and then be able to add to invoice.
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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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