Need a report with timesheet comments to accompany invoice

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  • Idea
  • Updated 8 months ago
  • Under Consideration
Hi there,

So I need a report that has the timesheet comments for the task lines that were included in an invoice.

The example use case is as follows:
  • We have given an invoice to the client and it shows the hours and the amounts
  • The client has come back saying that there isn't enough details on the invoice and is refusing to pay it. They want to know what work was done for each time entry
  • We get our resources to describe what they worked on in the comments of each timesheet entry
  • Therefore, we need a report that shows the comments and task names for the timesheet entries that were included in the invoice and only the timesheet entries that were invoiced
I use to be able to pull such as report in the old invoicing module, but we recently upgraded to the newer one and it seems we lost this functionality for some reason.

With the new invoicing module, how can this be accomplished?

Regards,
John
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Panzo, John

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Posted 2 years ago

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Aashnee Kamboj, Community Moderator

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Hi John,

Thank you for using the Replicon Community!

I will look through the same and revert as soon as possible.

Thanks,
Aashnee
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Aashnee Kamboj, Community Moderator

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Hi John,

This is something that is being worked upon. I will update the thread as and when these fields are up in the invoice template report

Thanks,
Aashnee
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joerg

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Any news in this feature?
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JJ

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You could run a report based on the "Task Time, Expense, Cost & Billing data template" to show the dates, tasks, work and comments.
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Panzo, John

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Hi JJ,

Thank you for the tip. I think the issue though is that we can't pull Invoice # on that report. So if I needed a report to back-up the invoice charges with the comments for them, it is impossible.

Right now I'm joining a "Task Time, Expense, Cost & Billing data template" report and an "Invoice template" report to get what I need.

I'd appreciate it if there was a less manual process.

So an update would be appreciated.
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joerg

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Thank you, John. That is exactly my issue as well.
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joerg

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Thank you, John. That is exactly my issue as well.
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joerg

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Thank you, John. That is exactly my issue as well.
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Aashnee Kamboj, Community Moderator

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HI All,

We are working on this to be made available soon. However, the timesheet format that you are using should be the latest timesheet format (custom timesheet format). Let us know if you need more details on getting upgraded to the latest timesheet format.

Thanks,
Aashnee
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joerg

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Hi Aashnee,

is this feature available yet?

Thx,

Joerg
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Aashnee Kamboj, Community Moderator

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Hi Joerg,

This Idea is still under consideration. We will keep the thread updated in case of any progress on the same