Is it possible to run an unbilled charges report at a specific date?

p-nicholson-dscc · ‎June 06, 2023

Let's say on 31/03/23 I receive a supplier invoice or "bill" for £1,000 which I intend to recharge to a customer.
On 01/04/23 I raise that invoice and add the billable expense to the invoice.

If I run the "unbilled charges" report to 31/03/23, then it isn't showing on the report, but I want it to, because as at 31/03/23, it was unbilled (it was only billed the day after).

Any report I can run that will actually get this to work?

GeorgiaC · ‎June 06, 2023

Hi p-nicholson-dscc

Thanks for joining the Community.

The unbilled charges report will only display transactions that have not yet been applied, and as such will not show billed charges irrespective of the reporting period (i.e. if the end date of the report falls before it was billed). To leave feedback for further reporting options, please click the Cog > Feedback in your account.

p-nicholson-dscc · ‎June 07, 2023

Is it possible to then run a report which shows which bills have been linked to which sales invoices and I'll manually work backwards to see what hadn't been billed at a specific date?

p-nicholson-dscc · ‎June 07, 2023

I've resolved this myself. Thanks

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Is it possible to run an unbilled charges report at a specific date?