Option to make Expenses billable to an customer on their invoice

Cass
Cass Member Posts: 1 Novice Member Novice Member
in Reckon One Ideas
When adding an expense into the system, it would be helpful to mark that expense as billable to a client, so that when you create an invoice for them, you can simply add all he billable items. I used to be on Quickbooks and it was so easy to do in there.
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The option to mark expense claims as billable is available in Reckon One. Doing so will prompt you to add this to the next invoice you create for the customer. Check out details in the post below.

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,205 Reckon Community Manager Community Manager

    Hi @Cass

    Thanks for raising this idea! ๐Ÿ™‚

    If I'm understanding this correctly, then I believe this is already available in Reckon One.

    When raising an expense claim, there's an option to make it billable as you'll see below.

    image.png

    When you next create an invoice for that customer, a prompt will appear asking you to confirm whether you'd like to add those expenses to the invoice.

    image.png

    Selecting the Yes option will add the expense to the invoice.

    image.png

    Let me know if that helps ๐Ÿ™‚

  • AnnMarie
    AnnMarie Member Posts: 11 Reckoner Reckoner

    It would be helpful to be able to put an expense on a PO form. Currently PO's only allow for item/part numbers to be entered. Once the item arrives and the bill is entered, then I can allocate it to an expense account, but that won't automatically close the PO.

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