Project Template with Invoice Data - Request

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  • Updated 5 months ago
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I am creating a report, which I would like to have data only available to the Project Template and the Invoice Template. Ideally, in the same report. 

Would it be difficult for Replicon to combine these templates? In particular, I am looking to achieve actual hours (billing, cost) and Invoiced Line Items. My overall goal is to compare the invoiced amount with the actual hours. 

I have calculated the total invoived amount using a custom column which multiplies the Non-Invoiced Hours * Billing rate and subtracts this from the total billable amount, however this does not consider any updates made to the line items in the invoice (invoices can be manually edited). These edits do appear in the invoice template. 

So, I am wondering if it is possible for Replicon to combine these templates.

Thanks
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Jeff Bethune

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Posted 5 months ago

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Photo of Akbar Ali Khan

Akbar Ali Khan, Official Rep

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Hi Jeff, 

Thank you for using Replicon community,

Could you share the column name which you require from the two templates so that i can assist you better with this?

Thanks,
Akbar.
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Jeff Bethune

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Thanks Akbar, 

I am interested in many columns from each template, but the ones that do not overlap in particular are:

Project Template: Actual Cost, Actual Expenses, Actual Billing
Invoice Detail Template: Invoice Line Item amount, Initial Invoice Line Item amount, Billable Units, initial billable units, Total Invoice amount, expense code.

Thanks
Jeff
Photo of Akbar Ali Khan

Akbar Ali Khan, Official Rep

  • 185 Posts
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Hi Jeff,

This can be achieved through a customization, I will have our support team reach out to you about the same.

Thanks,
Akbar.