System won't let me re-open a timesheet to correct a NON-invoiced item, if there are other items that ARE invoiced. While I understand why you can't move already-invoiced items, there should be a way to correct (move to another project) NON-invoiced items. It is not practical to have to cancel all the other (unrelated) invoices and completely start over just to move 1 entry.
Thank you for submitting your idea.
Once a Timesheet Period is invoiced, editing of individual time entries is not allowed. We believe allowing changes post an invoice is created will lead to inaccurate billing, having said that I have forwarded the same to the PM team who will review the same.
Your reply is contradictory. We are trying to make the billing MORE accurate, by moving time to the proper job before it is invoiced. This is a standard feature in most Time&Material tracking systems (the individual time entries should be locked once invoiced, of course, but the other entries that are not yet invoiced shouldn't yet be locked as if they were invoiced, they should still be able to be fixed and corrected, as usually errors such as these are detected during the billing process).
Adding my voice to this - though we do not use Replicon for invoicing, the same issue presents itself for us. Validating timesheets should occur row by row, not at the entire timesheet level. This would allow changes to non-invoiced (or simply non-closed) records on a timesheet that has other entries that are either closed or invoiced.
This issue typically presents for us when re-opening and resubmitting time sheets after a need to re-categorize time has occurred.
Please follow the below link for the webinar details:
Does anybody know of any new invoicing features that allow editing of time sheets - as Replicon have not kept me informed?
If a time sheet contains an invoiced item, then all other timesheet entries for that period for that user are locked out from editing.
-the user works on many projects across the time sheet period and logs time against projects A, B, C, D etc for that timesheet period.
-only 1 of those projects (eg. B) is invoiced and all other projects in that period (A,C,D )are not ready for invoicing and are therefore not invoiced.
-project C needs timesheet entries changed for what ever reason - for example, it is decided that time should be non billable instead of billable, or time should be booked to a different project etc. There are many reasons why time sheets may need to be edited / cleaned up before invoicing and presenting to a client. Replicon will not allow you to edit the timesheet when there is an invoiced item from another project that is totally unrelated.
This problem was reported close to a year ago with a promise from Replicon that it would be fixed in October 2015, this promise then moved to Dec 2015, then March 2016. I have received many broken promises and an account manager has promised to get back to me and he didn't.
This is a serious problem and is a very basic requirement that every time sheet system I have been involved with allows. You MUST be able to edit NON-invoiced timesheets to correct them prior to sending to a client.
My support case was logged June 2015 and is number 00676687.
More details are available here: https://console.getsatisfaction.com/replicon/conversations/release-notes-mar-6-mar-12-2017
This is a per-timesheet settings so new timesheets need to be created before you can re-open them.
This can lead to negative billing amounts available in the invoicing module, if the hours are reduced.
Thanks, I just read through the release notes and have a follow-up question. It looks like the ability to do this (allow changes to invoiced timesheets) is only available on the "custom" timesheets, is that correct? If so, did you fix the issue where the custom timesheets don't have all the features that the standard timesheets have (most important to us, the feature that allows us to view task progress)?
Or, if this feature to allow changes is available on standard timesheets, please help me find it, I don't see any workflow conditions options on the standard timesheet template.