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Established Member

Item field not filling in when invoicing unbilled expenses

On desktop version - when I try to invoice unbilled expenses I can select the expense and it fills in everything except the item field.  When I fill in the item field it recognizes it as a new expense leaving the unbilled expense.  When I look at utube videos the item field looks like it fills in automatically when done correctly.  What am I doing wrong?

2 Comments
Established Community Backer ***

Re: Item field not filling in when invoicing unbilled expenses

What you are doing wrong is using the Expenses tab for your Job Tracked entries. Everything you do for Jobs should be entered using the Item on the Items tab.

 

You set up a Two Sided item to show something you incur is something you also sell. You list it on the Purchase and Job track it here. The Job reporting relies on the use of Items. Now you use Add Time & Costs for the sales receipt or invoice and select the Items from the Items tab.

 

The point is to use items, for quantity, cost and price related to that same named thing.

 

Items will flow data to the accounts, and allows you to avoid micro-managing the Accounts. The best reference for Accounts is the tax form this entity files. The IRS doesn't care how many hours or how much I paid for Painters, Drywall, Lumber, Building Permits, Electrician, Flooring, Appliances. But I do, and I want to use that on Estimates, Purchase, and Sales, to manage everything and analyze everything and maintain profitability.

 

Please see my attachment.

Established Community Backer ***

Re: Item field not filling in when invoicing unbilled expenses

Two Sided item image attached.