If you have a linked accounting app, you can assign bills to customers (in Xero or QuickBooks) or projects (in the case of companies connected to Quickbooks). This allows you to publish bills as billable expenses or assign them to specific projects. Here's how to do it:
Assigning Bills to Customers / Projects
This feature works for both Xero and QuickBooks. To enable this function, follow these steps:
Navigate to the Settings tab.
Go to Advanced Bookkeeping.
Ensure the option ‘Show field ‘Assign to customer’’ is enabled under the ‘Additional fields’ section.
Once this is enabled, you'll see the ‘Assign to customer’ option on the document review screen. To assign a bill to a customer:
Open the document from the Bookkeeping > Inbox section.
Click on the ‘Assign to customer’ field.
Select the contact you want to assign the bill to.
The document will be posted as a billable expense in your Xero or QuickBooks account once published.
Note: The ‘Assign to customer/project’ field is optional. If you don't want to assign a document, simply leave this field empty.