Including Employee Name with Billable Item Detail on Invoice
Gemma
Member Posts: 60 ✭
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
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
0
Comments
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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,
PhuongPhuong Do / Reckon Developer Partner
phuong@cactussoftware.com.au
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http://www.cosmicinnovations.com/Video-CosmicTimesheet
have a look at this app , this will show all what you require , we did this for a Perth law firm
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Hi Gemma - I wrote a document some time ago for a client to achieve these sorts of results (wow - just checked and it was 10 years ago!)... you can access the file here... https://www.dropbox.com/s/1edr4g5bhzy58gh/Integrated%20Payroll%20-%20Job%20Costing%20-%20TOIL%20Note...
Hope this helps! cheers Linda0
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