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Level 2

Billable Expenses Defaulting to "Group" Item on printed version of invoice - How do I undo this?

 On the invoice, on screen, when I pull reimbursable transactions from the Items section of "Add Time/Costs", they appear one by one with the travel expenses item that I created on our item list for the Travel Line  on our PO.

However, they all group under "Reimb Group". (An item on our item list created as a group, rather than a service.)
On a print preview, where I show all transactions as ONE total only, it is this "Reimb Group" that shows up under the item field of the invoice, and not the service travel line Item that I created and used, when entering the expenses. 
I need my line item to show on the Item field of the printed invoice.
How do i do this? Can I undo that "Group" item somehow?
I appreciate any help and guidance,

Thank you!

 

Solved
Best answer 10-07-2017

Accepted Solutions
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Level 15

Re: Billable Expenses Defaulting to "Group" Item on printed version of invoice - How do I

When you have the time costs window up, bottom left is a check mark for do not print all items, uncheck it.  I think it is a sticky setting and if you checked it last time, then next time it remains checksd.

 

To fix a present invocie though, requires that you first delete the billable group from the invoice, you can then check time costs but in my experience they are no longer there.  That means you have to find the bill/purchase transaction and mark them billable again, then use time costs on the invoice

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3 Comments
Highlighted
Level 15

Re: Billable Expenses Defaulting to "Group" Item on printed version of invoice - How do I

When you have the time costs window up, bottom left is a check mark for do not print all items, uncheck it.  I think it is a sticky setting and if you checked it last time, then next time it remains checksd.

 

To fix a present invocie though, requires that you first delete the billable group from the invoice, you can then check time costs but in my experience they are no longer there.  That means you have to find the bill/purchase transaction and mark them billable again, then use time costs on the invoice

View solution in original post

Level 1

Re: Billable Expenses Defaulting to "Group" Item on printed version of invoice - How do I undo this?

This Reimb Group item is a pain for sure.  The best way we have found so far in dealing with it (we haven't been able to edit) is to go ahead and add your costs from your billable invoices, and save it with Reimb Group as the "item."  Once you save it, then you can go back into the invoice and cut and paste each line, changing the "item" as you go from Billable to the account in which you want the payment received.  Don't try to change it first and then save it because it will make all your charges billable again, and you have to go back through and uncheck billable on your bills.  

Level 1

Re: Billable Expenses Defaulting to "Group" Item on printed version of invoice - How do I undo this?

Can you please give me a little more details on how you made this work? I am having the same issue, but I'm not following exactly what you are cutting and pasting over to the "item" column. When I try to copy and paste the description, it won't let me do that. Thanks!

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