Expenses inside clients and projects
complete
Geoff Mina
complete
K
KC
Similar request, asking for the same in the Client screen: https://feedback.withmoxie.com/accounting-feature-requests/p/client-expenses-tracking-in-client-overview
K
KC
K
KC
Adding on to this, since the general functions seem to exist in the system already, I'd love a Project Expenses tab as talked about here, which would list the expenses that have been assigned to a project ALONG WITH a "money in" and "money out" summary for that each project individually.
For me it also helps to see this alongside timesheet totals (because I don't bill hourly to clients) but it's helpful to quickly visualize time spent + actual expenses at the same time.
K
KC
Updated idea based on newer interface. This is where I keep looking for Expenses within a Project.
Kate C
Seeing the expenses assigned to a client/project on the main summary screen would be really helpful for both external client work AND to track internal projects or product manufacturing costs.
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Geoff Brandt
Ideally there should be one screen per client with all the files attached from every “owned” container below it (opportunities,Projects, tasks, expenses). Essentially add a files tab at the client level. They are being kept in the system already so might as will sub-group them and expose them.
Austin Morrow
Merged in a post:
Client expenses link in the 'clients' area
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Lisa Coulson
Hi. It would be amazing if there was a link to all expenses allocated to a particular client in the 'clients' area in the main Moxie area (Not the portal) :-)
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mike
Having the Expenses listed under Project Insights is very much needed
design domain
Team, any update on this feature?
This makes a lot of sense because this tells us the income we got from a particular client instead of revenue.