Transferring notes on time entries to invoice description

307723455594884259
307723455594884259 Member Posts: 27 Reckoner Reckoner
edited October 13 in Reckon One

Urgent question:

Iam creating invoices for clients. we need to add the time entries in September as individual items into invoice. when we use the old version of invoice, it allows me to load the "notes" in timesheets into the "description" section in the invoice. However, when the invoice interface has the new look, it doesn't seem to work any more. So how do I configure to add Notes from time entries into the invoice??

thanks

Leah

Best Answer

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,224 Reckon Community Manager Community Manager
    edited October 7 Answer ✓

    Hi Leah

    I've just tried this out in my own book as a test and it seemed to work ok in my case.

    See example below -

    Transfer notes - R1 Time.gif

    If you go to Settings ➡️ Time, do you have Transfer Notes selected?

    image.png

Answers

  • klaura
    klaura Reckon Staff Posts: 501 Reckon Staff Reckon Staff

    Hi @307723455594884259,

    Are you perhaps referring to the notes section of the invoice shown in the screenshot below? Would it be possible for you to provide us with screenshots of both the previous invoice with the notes and the new invoice? It would really help us get a clearer picture of what's going on.

    image.png

    Best regards,

    Karren

    Kind regards,

    Karren.png
  • 307723455594884259
    307723455594884259 Member Posts: 27 Reckoner Reckoner

    Yes. Transfer notes worked like a magic! Thank you so much!!!

  • SydneyFlow
    SydneyFlow Member Posts: 34 Reckon Star Reckon Star

    I wasn't aware you could do this so that's good to know

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