QBP: Ability to invoice expenses without needing a transaction (edited)
I frequently send out correspondence, copies of pleadings, etc. on behalf of my attorneys. It would be nice to have the ability to add an expense under the "Expenses" category to bill for postage, copies, etc. Right now, the only function of the "Expenses" feature is to link to expenses that have posted on a bank account or credit card. This is not helpful for me as I usually advance the cost and simply bill it to the client.
Comments
-
Added a vote. I don't have an exact use case where this would help me, but I can see where being able to add expenses which, for example, might not be linked to an actual bank account might be worthwhile.
I wonder, though, if a manual credit card (not linked to a real credit card) account (in other words, a fake account) could be used to track these type of expenses, and when the client pays it back, it could be tracked as a 'transfer' to pay this non-real credit account. It's a bit hacky— but it might work.
—
Rob Wilkens - RobWilkens.com0 -
While probably applicable in theory, in my view, that workaround would be nightmarish for accounting purposes. I need to be able to bill it to a specific project and keep everything linked together through the projects window. I'm a prior user of Quickbooks and LawPay/MyCase billing. Each of those programs had this feature. I can see where it may be more useful to someone in my line of work - and that may make it more boutique-ish - but it should would help me tremendously instead of setting up multiple categories under my "Items" to bill these costs.
1 -
@PGLConsultant, thank you for posting your suggestion to the Community!
I went ahead and moved this out of Feature Requests for now, as you can create any billable expenses you need by using the Add Item feature. This feature doesn't require a transaction to make it a billable expense, and should have all the flexibility you need. Here is an example of how this looks in Quicken Business & Personal:
Let us know if this works for you! If it does not, please provide some insight on how your idea differs from what Quicken Business & Personal currently offers.
-Coach Natalie
1 -
I am familiar with this feature and I am currently using it as a workaround. However, the expenses are co-mingled in with time entries. This may cause confusion when sending a bill to a client who also have to separately bill expenses from time entries. I can see where making this distinction would also be beneficial to people who only seek reimbursement of expenses advanced through a different platform than a bank account or credit card.
I cannot provide a screenshot of how these entries look in my Simplifi screen because of confidentiality issues. However, I can tell you that showing the expenses in a separate section on the invoice is incredibly helpful to my clients and I hope others.
0 -
@PGLConsultant, thank you for the information!
If you are ever able to post a screenshot of how the current design is impacting your invoicing, while redacting or hiding any private information, I think that would help add some clarity to this request for other users and our product team. Otherwise, I have turned this back into an Idea post!
-Coach Natalie
0
