Invoicing an expense with item name

Self-Hosted | v5
1

I am using self-hosted v5.6.4-C121. When invoicing an expense, how do I get the expense to appear on the invoice with an “Item” name without directly editing the invoice? I understand that the invoice’s “Description” field is populated through the expense’s “Public Note” field, but I cannot find how to do so with the invoice’s “Item” field as well. Any help is appreciated.

2

Hi,

Which value would you want to appear in the item column?

Currently it would need to be set manually but we’re open to changing it.

3

I will add the Item name to the invoice manually for now, but it would be helpful if there was a corresponding field in the expense such as “Invoice Item Name” or “Expense Name”. Thank you for the reply!

4

Thanks, understood.

Feel free to create an issue here to track the request: