New expense billing — analogous to time
Cost items can now be assigned to an order position the same way as time. View them in a dedicated tab inside the order — better overview, less manual work.
What’s changing
Until now you assigned recorded costs to a billing position after creating the invoice. That’s still possible. The new expense billing lets you see the cost items earmarked for billing directly in a tab on the order — clearer overview, no late assignment.
Assign times or costs to an order position
Effort-based order positions now collect either times or costs. With a position set to costs, the system automatically picks up matching billable cost items and carries them onto the next invoice.
The assignment can be narrowed by:
- Cost type — material, travel, etc.
- Type — 19 % VAT, 7 % VAT, etc.
- Editor — the person who submitted the costs
- Period
- Maximum number — cap on cost items per position
Costs can be listed individually on the invoice (“collected billing”) or roll into the parent position’s amount.
Capture costs and choose the billing mode
Capture costs as usual. Per cost element decide whether it:
- Flows into project contribution margin
- Is reimbursed to the employee
- Is billed to the customer
The customer-billing modes:
- Manual charging — set the billable amount manually
- Via the cost element — taken directly from the element
- Via the price list — based on the article price linked to the cost type
- Via the order position — based on the position price in the order
The last option is new and lets the price depend on quantity (measurements, inspections, visits) rather than time. One cost element per occurrence; the order position price decides the bill.
Onward-bill incoming invoices
You can convert incoming invoices into cost elements and bill them the same way. With ZUGFeRD or XRechnung the data is read digitally and dropped into the document. The reverse also works — quickly build a hotel invoice with separate cost positions for room and breakfast at different VAT rates.
Read on
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