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:
With the new invoicing module, how can this be accomplished?
Regards,
John
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
With the new invoicing module, how can this be accomplished?
Regards,
John
Posted 3 years ago
Aashnee Kamboj, Community Moderator
Aashnee Kamboj, Community Moderator
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.
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.
Aashnee Kamboj, Community Moderator
Hi Aashnee,
is this feature available yet?
Thx,
Joerg
is this feature available yet?
Thx,
Joerg
Aashnee Kamboj, Community Moderator
Hi Joerg,
This Idea is still under consideration. We will keep the thread updated in case of any progress on the same
This Idea is still under consideration. We will keep the thread updated in case of any progress on the same
