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Struggle getting receipts / billing billable expenses for certain customers - HELP
We use QBO auto-export and have customers/projects on so we get a billable summary by customer in quickbooks. But in order to bill certain customers, I need all the receipts for a certain customer.
How I am trying to do this is to create "an invoice" in Expensify, simply for the purpose of creating 1 PDF with all receipts for a particular client that are unbilled. I would then delete this invoice after creation.
PLEASE STOP ME if there is a better way to export:
RECEIPTS that are BILLABLE for a certain CUSTOMER/PROJECT!
2 Key questions:
- How do I tell if a report has billable expenses? Is there a way to filter reports by this?
- When I create a "new invoice", is there a way to only see invoices from certain Customers/Projects when I want to create a bill for a certain customer?
- If I use the "rebill" option, which also creates downloadable pdf, is there way to mark a report at "billed"?