Invoice Billable Expenses and View Uninvoiced Billable Expenses

1

I noticed there was a way in previous versions to invoice a billable expense directly, but I am now on version 23.4.25.809 and can not find that option. Currently, I am adding payments as “Billable Expenses” and then, when creating an invoice, I add those lines as “Billable expenses - Invoiced”, then I go back to those payments and manually input the invoice in which these expenses were invoiced using the drop-down list. Is there a way to streamline this process? How can I create a way for me to directly invoice a billable expense?

Additionally, I was wondering if there is a way to see exactly which billable expenses have not been invoiced, like a table that shows which expense towards which customer has been missed in creating entries. Currently, the best I can manage is to click the “Billable Expenses” value in the balance sheet and see a whole credit/debit billable expenses statement for a customer which is not very useful in spotting the discrepancy when there are so many entries. Is there a workaround for this too?

2

Are you saying you cannot invoice billable expenses from the Customers tab any longer?

3

Hi, I will try and look into this. According to the Billable Expenses guide one can view uninvoinced Billable Expenses in a tab but of course that is not the case with the new updates. I will check the customers tab and search for the option you mentioned.

4

You never could invoice from the Billable Expenses tab when it existed. Invoicing has always been from the Customers tab.

5

Correct. The process described in the guides is no longer applicable since the “Uninvoiced” column in the “Customers” tab does not appear.

6

You need to enable the column after clicking Edit Columns at the bottom of the Customers tab listing:

Screenshot 2023-05-25 at 7.52.59 AM