We have just started using your service, and so far we really like what we see. One thing I am having trouble understanding is how expenses work.
Here is the process I have been using.
1 - Under Credit Cards - Refresh the feed
2 - Select Unmatched Lines
3 - Create a matching transaction and save
4 - Money Out - Select the transaction and mark as billable and add the client
5 - At billing time - Select all the expenses and Convert to Invoice
Here are my questions:
1 - Is there a way to consolidate numbers 3 & 4 above so you can mark something as billable when you receive it?
2 - How do I charge the expense to a Project? It appears you can only charge the Client.
3 - How do I move these Expenses to the Project Invoice? It appears you have to send the Client two invoices every month.
4 - We are setup as Cash Basis. The Expenses show up on the Dashboard when they are entered (which is correct). The Income does not. It shows the income billed instead of received (accrual basis). How do I set both Expenses and Income to use the same basis?
5 - Feature Request: It would be nice to be able to attach a receipt to the expense.
Thanks and sorry to be a pain!