Timesheets don't populate invoices with rate and amount.

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Ken Kramme
Ken Kramme Member Posts: 2 ✭
edited October 2017 in Reckon Accounts (Desktop)
I thought that time sheets would populate an invoice with rate and amount of employee (as contractor rate has been entered into Payroll and Compensation Info is entered for the Employee).  Why?  Sorry for such a basic question!

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  • Kay Laws Accredited
    Kay Laws Accredited Member Posts: 72 ✭
    edited March 2017
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    Hi Ken,

    You are able to invoice from timesheets.

    Check the service item you are using when entering time sheets has a rate entered.

    Lists > Item List select the item Right Click > Edit Itemimage

    You will need to:

    ensure that the item is allocated to the correct income account.

    allocate the hours to the individual Customer / Job that you want to on charge to

    ensure the billable column is ticked.

    When you select the Customer / Job to invoice you should get a pop up that alerts you that there is billable hours for that Customer / Job you can then select


    I have this set up for my clients that have multiple charge out rates eg

    Labour

    Labour 1.5

    Labour 2.0

    I have these items set up with the rates that are on charged to their clients.

    Hope this Helps

    Feel free to email me direct  if you need any further assistance.

    Kind Regards

    Kay

    kmlbookkeeping@bigpond.com


  • Ken Kramme
    Ken Kramme Member Posts: 2 ✭
    edited January 2015
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    Hi Kay.

    Thanks for your timely and very helpful reply.  You are good!

    A final follow-up:  Is there a way to include the date of services on the invoice?

    Cheers,

    Ken

  • Kay Laws Accredited
    Kay Laws Accredited Member Posts: 72 ✭
    edited March 2017
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    Hi Ken, Happy to help. Yes you van adds service date , you will need to go to list> templates> Select your invoice template> Columns place a tick in the service date . I would suggest for both print & view. Kind Regards Kay

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