I've also customized some vendor reports to show the expenses that are not marked as billable, @markdpocklington.
You're correct that we can only track the billable expenses for now. On the other hand, the Billable box should show beside the Customer/project field. If you find this option missing when you open each expense entry in the For Review tab, let's run QuickBooks Online in an incognito/private browser to isolate this issue.
This mode is free from cache files that help QuickBooks to show specific features. Cache data in regular browsers can cause issues, especially when the browser's memory is stacked with old data, making online systems miss some features.
Here's how to run this mode in these supported browsers:
- Google Chrome: Press Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari 11 version or higher: ⌘ + Shift + P
If it works, you can clear your regular browser's cache to boost browsing performance. Alternatively, you may want to run QuickBooks Online in other supported browsers to see if it's a system hurdle or browser-related.
However, if it still not showing the billable box, please follow these steps to have an option for expenses and items billable permanently:
- Click the Gear icon on the top right.
- Select Account and Settings.
- Go to Expenses.
- Turn on the Make expenses and items billable switch in the Bills and expenses section.
- Hit Save.
That way, you should be able to see the option to mark expense entries as billable in the For Review tab.
While the customization to show unbillable expenses isn't available at this time, you can run a Transaction List by Vendor report and then change the reporting period to show this month's or quarter's expenses. This will be the easiest way to check the expense entries if these are billable transactions or not.
Then open each expense by hand in the report to make some changes.
I'm adding these articles for more information about expenses workflows:
Let me know if you have additional questions about billable transactions and running reports. I'm always around to help you more. Have a nice day ahead.
