View Full Version : Time costs / reimbursable expenses
kdesignsource
11-12-2011, 06:42 AM
I have a creative services business. The services I provide fall in different categories. I enter time on a given job. Time gets recorded to a specific service category. Each service category is set up in the items list as a separate "item". Each different service "item" has a"type" that is "service" and an account that is "sales". When creating an invoice for a specific job that has time recorded to it, I get a dialog box with this message - "You have selected a customer or job that has outstanding billable time or costs - Click on the Time/Costs… button to include this information." When I do this, all of the "Time/cost" items populate my very spiffy custom invoice, as I would expect. Here's the problem. When I choose to "print selected time/costs as one invoice item" in the billable time/costs list/window for the same job, and populate the invoice, a new line item appears on the first line under "Item" as "Reimb Group", and the last line under "Description" appears as "Total Reimbursable Expenses". Why does QB react differently when these items are grouped, and why would the combined time be considered "Total Reimbursable Expenses"?
Thanks...
SkinnyRaven
01-17-2012, 11:40 PM
Somehow you time is associated with a reimbursable expense and/or group. What are your income and expense accounts are you using with these service items?
PennyLane
01-18-2012, 07:45 AM
When you select the option to print them as one item, this is how QuickBooks does it. You can change that description by typing in something else if you want them to show under one item. Try the other options, I like the one that combines items with the same service item/rate. It depends on what you want your customer's invoice to look like.
Not sure if this helps, but I have done ALOT of this type of billing in my time and I can usually get the invoices to look how I want to, but there are certain limitations to the feature.
PennyLane
01-18-2012, 07:46 AM
Oops, I just noticed this was in the Mac forum. It's a little more limited in mac, you may not see the option to combine the same rate and item...
marilynthomson9
01-20-2012, 05:35 AM
Hi... i am also facing the same problem if you get the appropriate solution for this, kindly post the information regarding this.
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SkinnyRaven
01-20-2012, 11:34 AM
If your service items are set up properly your time entries will populate the invoice as one item.
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