Selecting existing expenses in an invoice

[Tony359]

Hello there,

I’ve been using Quickfile for a while now and I have a question about charging my customers expenses - like travel expenses.

My process is this:

1. I am asked for a quotation and I add labour plus a train ticket and car park. Prices are approximate
2. On the day I do the job, I record the train ticket and the car park under “purchases”
3. When I change the estimate to invoice, I have to manually check the “purchases” I did and manually tweak the ones in the invoice or create new ones to match the existing ones.

Ideally, I’d love to be able to browse a list of existing expenses and add them up with the option to change the value to something higher or lower as required.

As it stands right now, I have to do that twice.

I understand there is an option to select some expenses and create an invoice with those expenses in but that cannot be the only option as my invoice is already created from the quotation.

Am I missing something important here? This seems to be a major feature in my mind.

Thanks for your support!

Antonio

[QFSteve]

Hello @Tony359

Its a case of either/or situation I’m afraid

You would either use the rebill to client option from the expenses or you would create the sales invoice from an estimate.

[Tony359]

Understood, thanks.

It feels like an important feature missing though, I’d imagine the Estimate->expenses->Invoice is a natural process for many people?

[QFSteve]

Hello @Tony359

The support team are not registered accountants but I haven’t seen many support queries on this subject.

You can raise a feature request in the forum if you like, that way other users can add their vote and we can track its popularity.

[Tony359]

Thanks Steve,

I did some time ago and it hasn’t been voted by anybody so I was wondering if I am approaching this the wrong way because the way I do this I’m doing things twice, that’s it.