To create an invoice with multiple projects,
- Start creating a new invoice.
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As soon as you select the customer name, under the Items section you will find a notification to include the unbilled expenses and projects to the invoice.
- Click on the unbilled projects notification and select the project to be included in the invoice.
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To add multiple projects, repeat the process.
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Once the invoice with unbilled projects are created, it cannot be edited.
How do I check the billed/unbilled hours and amount of a task/project?
You can generate a report for the billed/unbilled hours and for billed/unbilled amount for a task in a project. With the help of this report, you can check all the details involved. To generate this report,
- Navigate to Reports > Projects and Timesheet > Project Details.
- Click on Customize Report and select the customer from the Customer Name drop down. Once the customer is selected you will be able to select the projects they are associated with from the Project Name drop down.
- The Report By drop down allows you to generate the report based on Task, Staff or Task & Staff.
- Click on Run Report after selecting the required details for generating the report.
- The report tables below will show the data according to the option selected in the Report By drop down
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From the report you will also be able to check,
- Logged Hours
- Non-Billable Hours
- Billed Hours
- Unbilled Hours and the amount corresponding to each of them.
How do I delete a time entry?
Time entry can be deleted in two ways,
1) From the Timesheet window,
- Navigate to Timesheet > All Timesheet.
- Check the box for the time entries you wish to delete.
Click on the ‘Delete’ icon present on top of the timesheet window.
2) Projects,
- Select the project in which you would like to delete time entries.
- Select the timesheet tab inside the project.
- Hover mouse over the list of time entries and the ‘delete’ icon will appear.
Can I add bulk time entries?
To create an invoice with multiple projects,
- Start creating a new invoice.
-
As soon as you select the customer name, under the Items section you will find a notification to include the unbilled expenses and projects to the invoice.
- Click on the unbilled projects notification and select the project to be included in the invoice.
