Expenses always "unbilled"

Posted by Chips on October 27, 2008, 4:02 pm

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Using contractor '06.

When you enter payments in as an expense instead of as an Item, it always
leaves that transaction tagged as "unbilled".

So later if you run a report of unbilled, you have these transactions that
are marked unbilled that you cannot change to unbillable.

Has this been changed in later versions?

Greg Chapp

Posted by Haskel LaPort on October 28, 2008, 9:20 am

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> Using contractor '06.

> When you enter payments in as an expense instead of as an Item, it always

> leaves that transaction tagged as "unbilled".

> So later if you run a report of unbilled, you have these transactions that

> are marked unbilled that you cannot change to unbillable.

> Has this been changed in later versions?

> Greg Chapp

If you enter a transation that is associated with a customer and check off
the billable column or remove the X off the billable column in version 2006
it will show up as unbilled on the unbilled costs by job report until such
time that you actually bill the customer for that expense. If you go back to
to the transaction and remove the billable check mark, the transaction will
no longer appear on the report. The ability to change the original
transation from billable to nonbillable is certainly available in versions
2006 through 2008.

Starting with version 2007 the billable column actually says "Billable?"
instead of having an icon that is not that self explanatory.

Posted by Chips on October 28, 2008, 10:39 am

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>> Using contractor '06.

>> When you enter payments in as an expense instead of as an Item, it always

>> leaves that transaction tagged as "unbilled".

>> So later if you run a report of unbilled, you have these transactions

>> that are marked unbilled that you cannot change to unbillable.

>> Has this been changed in later versions?

>> Greg Chapp

> If you enter a transation that is associated with a customer and check off

> the billable column or remove the X off the billable column in version

> 2006 it will show up as unbilled on the unbilled costs by job report until

> such time that you actually bill the customer for that expense. If you go

> back to to the transaction and remove the billable check mark, the

> transaction will no longer appear on the report. The ability to change the

> original transation from billable to nonbillable is certainly available in

> versions 2006 through 2008.

> Starting with version 2007 the billable column actually says "Billable?"

> instead of having an icon that is not that self explanatory.

Yes, I know.

It's just that this column doesn't work when you enter a transaction as an
"expense" instead of an "item". If you enter a transaction as an "expense"
it defaults to "billable" and cannot be changed except by actually billing
it. You cannot set it to unbillable.

Greg Chapp

Posted by Haskel LaPort on October 28, 2008, 11:23 am

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>>> Using contractor '06.

>>>

>>> When you enter payments in as an expense instead of as an Item, it

>>> always leaves that transaction tagged as "unbilled".

>>>

>>> So later if you run a report of unbilled, you have these transactions

>>> that are marked unbilled that you cannot change to unbillable.

>>>

>>> Has this been changed in later versions?

>>>

>>> Greg Chapp

>> If you enter a transation that is associated with a customer and check

>> off the billable column or remove the X off the billable column in

>> version 2006 it will show up as unbilled on the unbilled costs by job

>> report until such time that you actually bill the customer for that

>> expense. If you go back to to the transaction and remove the billable

>> check mark, the transaction will no longer appear on the report. The

>> ability to change the original transation from billable to nonbillable is

>> certainly available in versions 2006 through 2008.

>> Starting with version 2007 the billable column actually says "Billable?"

>> instead of having an icon that is not that self explanatory.

> Yes, I know.

> It's just that this column doesn't work when you enter a transaction as an

> "expense" instead of an "item". If you enter a transaction as an "expense"

> it defaults to "billable" and cannot be changed except by actually billing

> it. You cannot set it to unbillable.

> Greg Chapp

All evidence to the contrary. I have a workstation with version 2006
installed on it and I can toggle billable on and off without any problems
when entering a payment for an expense.

Posted by Chips on October 28, 2008, 3:46 pm

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>>>

>>>> Using contractor '06.

>>>>

>>>> When you enter payments in as an expense instead of as an Item, it

>>>> always leaves that transaction tagged as "unbilled".

>>>>

>>>> So later if you run a report of unbilled, you have these transactions

>>>> that are marked unbilled that you cannot change to unbillable.

>>>>

>>>> Has this been changed in later versions?

>>>>

>>>> Greg Chapp

>>>

>>> If you enter a transation that is associated with a customer and check

>>> off the billable column or remove the X off the billable column in

>>> version 2006 it will show up as unbilled on the unbilled costs by job

>>> report until such time that you actually bill the customer for that

>>> expense. If you go back to to the transaction and remove the billable

>>> check mark, the transaction will no longer appear on the report. The

>>> ability to change the original transation from billable to nonbillable

>>> is certainly available in versions 2006 through 2008.

>>>

>>> Starting with version 2007 the billable column actually says "Billable?"

>>> instead of having an icon that is not that self explanatory.

>>>

>> Yes, I know.

>> It's just that this column doesn't work when you enter a transaction as

>> an "expense" instead of an "item". If you enter a transaction as an

>> "expense" it defaults to "billable" and cannot be changed except by

>> actually billing it. You cannot set it to unbillable.

>> Greg Chapp

> All evidence to the contrary. I have a workstation with version 2006

> installed on it and I can toggle billable on and off without any problems

> when entering a payment for an expense.

I'm not sure we are understanding each other, as words like "expense" can
have different meanings.

When you are entering a transaction where you spent money from a bank
account or credit card (an "expense" as I think you are using the term), you
have the choice of entering it as an expense (expenses tab) or as an item
(items tab).

When you enter it under the expenses tab, the billable column is there, but
does not work. It defaults to billable and cannot be changed.

When you enter the transaction under the items tab, the billable column is
there, and under this tab it works. You can set the transaction to
unbillable if you wish.

At least that is how it works on every computer I have used. I have also
verified this behavior with Intuit.

I discussed this subject with you a year ago or so in this NG, with your
alter ego Allain Martin. You asked "What's an item?"

"Item" is a basic term used a lot in QB, and in any study of QB you come
across the meaning and useage of this term (as used in QB).

So I'm not really sure how familliar you are with this software, even though
you post here so much. That just seemed like an odd question to me from
somebody who posts so much in a QB forum.

Maybe you are an accountant or something and don't use it much for
bookkeeping type data entry, and never really have a use for "items".

I don't mean to offend, I'm just curious.

But anyway, I called Intuit yesterday and got my question answered, they
have not changed this odd behavior in newer versions. They seem to have just
added window dressing and not really addressed any working issues in the
database (IMHO).

Greg Chapp