Additional predefined option in Project report template

  • 2
  • Idea
  • Updated 2 years ago
  • Not Planned
We would like the Invoice Line Item Amount option from the Invoice report template as a predefined option in the Project report template.  The Invoice Line Item Amount pulls any ad hoc line item amounts added to an invoice.  We would like to use this information in conjunction with a report we've created using the Project template. Without it as an option in the Project template, we have to create two reports using two templates and merge them into one report.  If this field were in the Project template, we would only need to run one report making our operations more efficient. 
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Jason Epstein

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Posted 2 years ago

  • 2
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Aashnee Kamboj, Community Moderator

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HI Jason,

Thank you for using the Replicon Community!

Before we proceed may we confirm if you have tried recreating the report that is based on the Project Template using the invoice template. I wish to understand if creating the entire report based out on the invoice template resolves your issue. Are there are specific fields missing in invoice template?

Thanks,
Aashnee Kamboj
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Jason Epstein

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Keep in mind that this is for Fixed Bid projects. The Invoice template only shows us what has been invoiced.  We need to see what projects have not been invoiced that should have been.  The report we created in the Project template (Invoicing - Base for Fixed Bid Uninvoiced) shows Actual Hours (so we know our staff has put hours to a project) and actual billing (amount we put into Billing Rates section per project).  There are however instances where we need to create ad hoc line items on the invoice.  There is no where to capture this ad hoc amount in the Project template.  If we had this field in the Project template, not only will we be able to see projects with hours put to them and the billing rate amount we assign at the project level, but we'll also be able to see the ad hoc amount we assign as the invoice amount and this will all be in one report as opposed to two reports that we would have to merge together.
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Aashnee Kamboj, Community Moderator

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HI Jason,

Thank you for the clarification that explains it all. I will have this put forward to my product management team and will confirm if this is something in plans

Thanks,
Aashnee
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Jason Epstein

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Aashnee,

Any update on being able to get the Invoice Line Item Amount field from the Invoice template added to the Project template? This way we will be able to see Ad Hoc line items as well all within one template.
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Aashnee Kamboj, Community Moderator

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HI Jason,

Unfortunately, we are still working on the same. I will keep the thread updated with the progress.

Thanks.
Aashnee