I have an estimate that includes labor hours at a set rate and expenses at an overall number. How do I get line item expenses in the invoices linked to the estimate?
I create invoiced that include multiple roles with agreed upon rates and estimated hours. Then, as is typical, we include roughly 10% additional for expenses. This covers all travel expenses related to the job.
When we incur the expenses, they are categorized, as we need to do this for invoicing. So, the expenses are things like airfare, parking, taxi, hotel, etc.
When I create the invoices, the labor hours link to the estimate so I get an accurate view of labor spent vs invoiced. Expenses are another story. Because expenses are a single line in the estimate, but multiple lines in the invoice, I can't seem to link the actual expenses to the estimates. The impact is all of the reports of estimate compared to invoiced don't include these expenses. This is a problem!