Ok, I will be incurring some chargeable expenses cause of a business trip I need to make for a client. So, thinking how best to handle this. My agent has given me an excel table I need to fill and I will be itemizing each expense there. However, I will also wish to have a report displaying an image of each receipt I have incurred. In the monthly invoice I send at the end of the month I will then include a line entry for the total chargeable expenses, which I will add VAT on top of (this is NOT a disbursement).
- Right, so my plan is to log Purchases as normal and categorize them as normal expenses.
- However, at the same time tag these to a “chargeable expenses” Project
- Ideally, I would like a report which I can automatically generate for a Project showing the attached image for each Purchase - Does this exist? Can it exist?
- Reality, I don’t think this is available. As such, I will be manually saving down each image after filtering on the chargeable expenses project and zipping them with the filled in excel.
In the past, when I used Zoho Invoice, I was able to checkbox select each expense as chargeable. When I came around to invoicing I was given an option to include specific / all chargeable expenses and these were inserted into the invoice. However, Zoho Invoice never gave me an option to save / provide the scan of each receipt…
Any other workflow / process suggestions would be appreciated e.g. is there some mechanism using Accounts?
Cheers
Hiro