Using timesheet notes for billing

As your staff enter timesheets, they will provide notes to detail the tasks they've been working on. These notes can be used in reports and also on invoices that are issued to the client. 

Changing the timesheet note

The timesheet note can be edited during the creation of the invoice before the Final invoice is created.

  1. Double click the Sub project while in the invoice wizard.
  2. Double click the Timesheet Note .

Tip: This will change the original timesheet note entry made by the staff member.

Show the timesheet note on the invoice

The note can only be presented on an invoice when the Sub Project fee type is Hourly Cost/Rate.

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Edit the bookmarks

  1. Go to Administration tools> Document Templates
  2. Select a Document Template.
  3. Select Edit bookmarks .
  4. The bookmark schedule will appear.
  5. Ensure the FEE DETAIL TABLE is in the list on the right hand side.
  6. Select Next.

Edit the Fee detail table

  1. Highlight the Rates Body or Capped Rates Body row.
  2. Select the Options cog .
  3. Ensure No Grouping is selected.
  4. Ensure the correct number of rows and columns are inserted.
  5. Double click one of the cells in the Rates Body row.
  6. Add Item Note to the table cell.
  7. Next. Select Open in MS Word®, Finish. 

Want to learn more?

Looking for more help? Try reviewing the following Project Billing topics: Concept Link IconView Topics

 

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