sql-ledger-users

[SL] Project details for each timecard

[Paul W. <pa...@pw...>]

Hi everyone,
I bill work hourly as a consultant to some of my clients. I use the 
project and timecard system to enter time and dates. Once a month I 
generate a sales order and generate an invoice from it.
During the process, the time worked on each of the dates gets merged and 
the timecard notes also get merged together.
What I would like is for individual timecards to appear as separate line 
items on the invoice so that inidiviual blocks of time billed can be 
differentiated. If more than one consultant works the project, I need to 
show that, and if we made visits on numerous days, I need to show that.
Sometimes, the client is not present, or I work remotely, so I need the 
invoice to accurately represent the times and days worked as well as the 
number of hours in total.

Has anybody done anything like this?
Thanks in advance,
Paul W

Re: [SL] Project details for each timecard

[Tom D. <td...@ro...>]

On Thu, 9 Nov 2006, Paul Wrightson wrote:

> Hi everyone,
> I bill work hourly as a consultant to some of my clients. I use the
> project and timecard system to enter time and dates. Once a month I
> generate a sales order and generate an invoice from it.
> During the process, the time worked on each of the dates gets merged and
> the timecard notes also get merged together.
> What I would like is for individual timecards to appear as separate line
> items on the invoice so that inidiviual blocks of time billed can be
> differentiated. If more than one consultant works the project, I need to
> show that, and if we made visits on numerous days, I need to show that.
> Sometimes, the client is not present, or I work remotely, so I need the
> invoice to accurately represent the times and days worked as well as the
> number of hours in total.
>
> Has anybody done anything like this?

Yep, This is my exact situation. When you generate the sales order click 
the details button and you will get entries on the sales order for each
timecard.

Regards,

-- 
Tom Diehl		td...@ro...		Spamtrap address mt...@ro...

Re: [SL] Project details for each timecard

[Paul W. <pa...@pw...>]

That simple??  I will try this out on the demo system.
Thanks Tom.

Paul W

Tom Diehl wrote:

>On Thu, 9 Nov 2006, Paul Wrightson wrote:
>
>  
>
>>Hi everyone,
>>I bill work hourly as a consultant to some of my clients. I use the
>>project and timecard system to enter time and dates. Once a month I
>>generate a sales order and generate an invoice from it.
>>During the process, the time worked on each of the dates gets merged and
>>the timecard notes also get merged together.
>>What I would like is for individual timecards to appear as separate line
>>items on the invoice so that inidiviual blocks of time billed can be
>>differentiated. If more than one consultant works the project, I need to
>>show that, and if we made visits on numerous days, I need to show that.
>>Sometimes, the client is not present, or I work remotely, so I need the
>>invoice to accurately represent the times and days worked as well as the
>>number of hours in total.
>>
>>Has anybody done anything like this?
>>    
>>
>
>Yep, This is my exact situation. When you generate the sales order click 
>the details button and you will get entries on the sales order for each
>timecard.
>
>Regards,
>
>  
>

Re: [SL] Project details for each timecard

[Rune B. <run...@co...>]

Tom Diehl wrote:
> Yep, This is my exact situation. When you generate the sales order click 
> the details button and you will get entries on the sales order for each
> timecard.
> 
> Regards,

When I click the generate button I get blank list. Should the sale order 
be visible somewhere? And how do you generate a invoice from it?

BR,
Rune

Re: [SL] Project details for each timecard

[Tom D. <td...@ro...>]

On Mon, 26 Mar 2007, Rune Bromer wrote:

> Tom Diehl wrote:
>> Yep, This is my exact situation. When you generate the sales order click
>> the details button and you will get entries on the sales order for each
>> timecard.
>>
>> Regards,
>
> When I click the generate button I get blank list. Should the sale order
> be visible somewhere? And how do you generate a invoice from it?

Look under sales orders and you should see the new sales orders. The timecards
will be gone from view because they are allocated.

Regards,

-- 
Tom Diehl		td...@ro...		Spamtrap address mt...@ro...

Re: [SL] Project details for each timecard

[Rune B. <run...@co...>]

Tom Diehl wrote:
> On Mon, 26 Mar 2007, Rune Bromer wrote:
> 
>> Tom Diehl wrote:
>>> Yep, This is my exact situation. When you generate the sales order click
>>> the details button and you will get entries on the sales order for each
>>> timecard.
>>>
>>> Regards,
>> When I click the generate button I get blank list. Should the sale order
>> be visible somewhere? And how do you generate a invoice from it?
> 
> Look under sales orders and you should see the new sales orders. The timecards
> will be gone from view because they are allocated.

Thanks for the reply, but I'm still lost. Where in the menu do I find 
this? I can find "something" in the consolidate submenu, but there I can 
see 3 entries (2, 2 and -2 hours). Where can I generate an invoice?

Rune

Re: [SL] Project details for each timecard

[Victor H. G. I. <kee...@gm...>]

You would then generate an invoice from the sales order.  (At least
this is the normal chain of events for us.... )

On 3/27/07, Rune Bromer <run...@co...> wrote:
> Tom Diehl wrote:
> > On Mon, 26 Mar 2007, Rune Bromer wrote:
> >
> >> Tom Diehl wrote:
> >>> Yep, This is my exact situation. When you generate the sales order click
> >>> the details button and you will get entries on the sales order for each
> >>> timecard.
> >>>
> >>> Regards,
> >> When I click the generate button I get blank list. Should the sale order
> >> be visible somewhere? And how do you generate a invoice from it?
> >
> > Look under sales orders and you should see the new sales orders. The timecards
> > will be gone from view because they are allocated.
>
> Thanks for the reply, but I'm still lost. Where in the menu do I find
> this? I can find "something" in the consolidate submenu, but there I can
> see 3 entries (2, 2 and -2 hours). Where can I generate an invoice?
>
> Rune
>
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