Including Employee Name with Billable Item Detail on Invoice

Gemma
Gemma Member Posts: 60 Reckoner Reckoner
edited October 2024 in Accounts Hosted
We bill our clients for Employee Time spent on a job and use the Billing function through time sheets. 

However on the invoice issued to the client, as part of the line item description, we want to include a column that identifies which employee the time being billed is for, without having to enter the employee name manually into the invoice. 

There could be multiple employee time billed to a client so we want to be able to show, for example:

Bill Smith, 1/8/18 - 31/8/18, 80 hours, $1,000.
Jim Bobb, 1/8/18 - 14/8/18, 40 hours, $2,000 etc. 

Is there a way to automatically populate the Employee name into the invoice? 

Thank you 




Comments

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 321 Reckon Legend Reckon Legend
    edited August 2018
    Gemma,

    Yes, there is a way to automate that. I can help you to write a tool to allow you to created invoice from selected timesheets and the employee name and description can show up in the description field or in a custom field in the invoice template. As the result, the print out invoice will have the piece of information that you want.

    Thanks,

    Phuong


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au


  • cosmic
    cosmic Reckon Developer Partner Posts: 1,125 Reckon Legend Reckon Legend
    edited September 2018

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited June 2020
This discussion has been closed.