How do I view the list of all unbilled expenses?
To view the list of unbilled expenses:
- Navigate to Expenses under the Purchases module from the left sidebar.
- Click the Magnifier icon beside the search bar and then, click Advanced Search in the bottom.
- In the pop-up that follows, select the Status as Unbilled.
You can also use the Billable Expense Details report to view the list of all billable expenses and its corresponding Status, based on which you can identify the unbilled and billed expenses. Here’s how:
- Navigate to the Reports module from the left sidebar.
- Select the report Billable Expense Details under Purchases and Expenses.
- Click Customise Report.
- Now, click the Show/Hide Columns option and include the Status column from the Available Columns list.
- Once done, click Run Report.