I rarely if ever use Insights Tab. Was just clicking around to see the functionality of it.
When I select the Insights tab, then Income - Unpaid (Open Invoices)
Select Unbilled there are 3 Time & Expenses - we do not use time and expenses with intent.
Select the first customer it opens a new invoice and links Billable Time & Cost from and employee paycheck from 10 months previous.
The other two result in similar actions.
How can this be corrected.
Dale
Good day, drhummel-hartleys.
The items found under Time & Expenses tab are the billable time and expense transactions which suggest you to create an invoice for the billable items.
If you wish to remove the items you see on the Time & Expenses tab. Let's make sure to uncheck the billable option on these employees' Timesheet records.
Here's how to do it:
You might be interested in checking out this article about the different reports which includes an explanation of how the Insight tab works: Understand reports.
If you need other helpful articles in the future, you can always visit our site: Help articles for QuickBooks Desktop.
You can always get back to me if you have additional queries. I'll be around to answer. Have a good one.
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