Report that shows timesheets ready for invoicing

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  • Updated 4 years ago
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I have been a unable to create a report that shows all timesheet entries that are ready for invoicing. The only report that I can create includes invoiced time sheets that I do not want to include. Is there a report that shows all timesheet entries that are ready for invoicing?
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carolyn

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Posted 4 years ago

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Lingaraj Dharwad, Product Champion

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Hi Carolyn,

Thank you for using Replicon community,

Sorry for the delayed response, basically your looking for a way to pull list of all the timesheets that are approved & billable, is that right?

Regards,
Lingaraj
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carolyn

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Howdy,

Almost, Im after a  report that shows all timesheets with details and comments that are candidates for billing whether they are open, entered or approved. At the moment I cannot flitter out timesheets that have already been invoiced so the report is massive.

Regards,

Carolyn

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Lingaraj Dharwad, Product Champion

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Hi Carolyn,

Note that in Replicon the concept of invoicing timesheet isn't there, instead you invoice billable items/hours only. Replicon then uses these billable items to create invoices. Timesheets don't get marked as invoiced which is why it is not possible to exclude timesheets from this report. As a alternative option you can use the Invoice Details template along with the columns as shown in the screenshot below: 



The report will then, look something like this: 



This will clearly tell you which timesheet periods have invoiced hours in them. 

Let me know if that works for you. 

Thanks,
Lingaraj