Invoice Sync through Workato Customization Request

  • 2
  • Idea
  • Updated 2 years ago
  • Implemented

Capability to consolidate information in an invoice so projects and labor categories are grouped before sending to QB, for example: Like the grouping functionality shown in Reports.

Photo of Herres, Mike

Herres, Mike

  • 1 Post
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Posted 2 years ago

  • 2
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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Hi Mike,

Thank you for using Replicon Community!

We will have this reviewed by the Product Management team.

Thanks,
Aashnee Kamboj
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Sangeet Saurabh

  • 53 Posts
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Hi Mike,

New invoicing system has grouping by Project. What do you mean by labor categories?

Sangeet
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Charlene Eriksen, Product Manager

  • 335 Posts
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Hi Mike,

As Sangeet mentioned our upcoming invoicing system has grouping by project so we'll mark this as Planned. If you have more info on labor categories, we can look into whether there are plans for that as well.

Thanks,
Charlene
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Mike Herres

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what we call labor categories is referred to as Billing Rate Name in Replicon. 
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Tony Weber

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I believe that in this context Labor Catagory is synonyms with Bill Rate Name. I call them Project Roles. I also believe the kind of grouping requested can be configured in QBO, see here... https://community.intuit.com/articles/1169450-how-can-i-group-my-billable-expenses-and-charges-on-my...
(Edited)
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

  • 1446 Posts
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HI All,

With the new invoicing system, you can group both by Project and Billing Rate Name. I hope that resolves your concerns.

Thanks,
Aashnee