Search billable Produce billable reports

How can I search all billable expenses and produce a report for each client I need to bill with only the ones they need to see?

Best Answer

  • Sheena TrepanierSheena Trepanier Posts: 1,513 admin
    Accepted Answer

    Hello @NeilT, happy to help with this. Generally, when you're looking to tag expenses with customers or projects you will need to import them from your accounting package or upload them via spreadsheet. I took a peek into your account and you don't currently have any tags set up.

    Once you have set up the tags, you can apply them to your expenses and then filter/sort expenses on the Expenses page to view them for a specific customer.

    Once you've isolated the expenses you want to report, you can move them in bulk to a new or existing report, or export them to a spreadsheet.

    I hope this helps but let us know any questions you have!

Answers

  • tylerzolltylerzoll Posts: 510 ✭✭✭✭

    @NeilT Do you have an integration to any software? It may be easier to do it there than in Expensify.

  • NeilTNeilT Posts: 6

    Hi, Thanks for the answer. I'm a sole trader limited company so I don't have or need integration to any accounting software as I create and send my invoices manually. I see I have the opportunity to mark my expenses as "billable" and, as advised, in "Concierge" I selected "Some" expenses should be on-charged and set the default preference on new expenses to Non-Billable, all of which, according to your "Billable Expenses" help, written by Jenna Hay, should enable your billable expenses feature. But I don't get the extra menu shown in the help nor the opportunity to allocate/code such billable expenses to a customer/project/job. I'm currently on the "Team" deal with unlimited scans - do I need a different policy to be able to on-charge?

  • tylerzolltylerzoll Posts: 510 ✭✭✭✭

    @NeilT I don't think a different price plan is going to help. In my account, we have a saved search in NetSuite that runs all of our billable expenses that we review, but that's outside of Expensify.

  • NeilTNeilT Posts: 6

    Thanks again but why does the help for billable expenses say that Expensify CAN handle billable expenses AND code them to specific customers/projects/jobs if it can't do that? If I can code any billable expenses to each of my customers then I could create a report for each customer showing the expenses to bill for them and then manually raise an invoice for the total amount for each customer.

    If there's nobody in the community that can answer this, does anyone know how to contact Expensify directly?

  • tylerzolltylerzoll Posts: 510 ✭✭✭✭

    @NeilT, you can reach out to Expensify using the Concierge feature. Also, I don't know if this would help, but there is an option to turn a report into an Invoice. This can be done on any report. Expensify does handle coding to customers, projects & jobs, but it isn't a great solution for invoicing. For most people they sync their customer, project and job lists with their accounting software, then each expense is tagged as such. Where you don't have any accounting software to sync with, it becomes more complicated.

  • NeilTNeilT Posts: 6

    Tylerzoll, thanks so much for trying to help me but perhaps I haven't been explained my issue properly. I don't need Expensify to produce an invoice or link to an accounts package as I will create invoices myself using MS word and/or a pdf writer. The issue I have is that if I log all my expenses using Expensify then I need to have some method of creating a report for each of my clients showing them the expenses I incurred on their behalf and a copy of each scanned receipt with the total they owe me, which is the amount for which I would then raise the invoice. If, using Expensify, I can mark my expenses as billable and code them by client, then why can't I produce reports by client which I can send to each client with an invoice I create for the total amount they owe me in expenses?

  • lauraandlauraand Posts: 1

    I have the same issue and sure hope there is a solution for this.

  • Sheena TrepanierSheena Trepanier Posts: 1,513 admin

    Hello @lauraand, thanks for sharing. Can you tell me a little more about your issue? Do you have customer tags set up but aren't able to isolate expenses using them?

  • NeilTNeilT Posts: 6

    Thanks Sheena. A few weeks ago, I did set up a tag for one of my clients, to whom I bill some expenses. This then allowed me to mark the appropriate expenses billable in the "Billable" check box field in the expenses entry box. Then I filter all expenses by "Billable" and choose all the expenses tagged with that client to create a new report.

  • Sheena TrepanierSheena Trepanier Posts: 1,513 admin

    Hi @NeilT, thanks for circling back and sharing your solution and workflow, it's so very helpful!

Sign In or Register to comment.