Is it possible to add time to invoice in service item order first rather than default date order?
As a consultant if we have multiple service items on various dates during the month when we create the invoice it adds the lines by date order. It is more meaningful to group by the service item and then by date. Is that possible in Reckon?
Answers
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In the past we have used Jobs to categorise and collect the items but this involves effectively setting up customer jobs and items as the same thing. Whereas the items should be category of consulting activities bywhich the line items are collected in date order. There must be a better way.
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Hi Daryl
Are you referring to Time entries or just Expenses &/or Items ?
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Time entries mainly. consulting time under different job AND different items is the basis for the invoice. Date order comes next in importance. We capture the descriptions recorded in the timesheets to indicate the activities or outcomes achieved for each project/item in the one invoice (especially for monthly "do and charge" projects).
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Hi Daryl
The Time entries can be brought in either line by line (with or without their Descriptions &/or Notes) OR by Item. Neither brings across the timesheet dates though, despite the default order being by date, but unfortunately this isn't editable.
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