New Invoice - Pulling Time Charges Not Working When Time Allocated To Customer Not Bid/Job
As the title indicates, the new invoice format does not allow us to pull time charges in if the time is allocated to a customer directly.
We have a major customer that, due to the nature of how they operate (which is less than ideal for us but unfortunately we have no say in the matter), results in us performing work, and as the work progresses the payroll pushes the time expenses to the customer, but not against a specific job or estimate.
In the old invoice system, we could then pull just the time from the customer directly to the invoice.
In the new system, the only items that show up under the suggested items are estimates which do not contain any of the information we need to pull over.
We do have 'Make expenses and items billable' turned on, and have had it turned on since we first setup QBO years ago. That has not made any difference. I have also utilized the filter settings to show only time charges, and it clearly states nothing is found.
This is a major issue as without being able to pull from the customer we will have to manually allocate all the time, hoping we don't make a error hand typing all the information, and then manually remove them from our unbilled charges since they aren't being moved over. Given that this is half our revenue this is a major undertaking. We also do not have the option to use the old style in the top right so we can't even temporarily go back while waiting for a solution.
