We use AC to track time and it is great. Where it lacks for me is reporting when I'm invoicing. Here is what I do.
invoice:
- run a job report on unbilled hours
- export for invoicing (where they are combined into general invoice line items)
- mark hours invoiced as billed
the problem is marking time entries as billed
- not possible from a report :(
- from a time view each has to be selected separately, either by hitting the $ or selecting each individually then doing a "with selected"
- from time view there is no "select all"
Solution:
Add mark as billed from a report or better if there was "with selected " functionality in a report. . . and an add all would be nice.
Thank you for the feedback - we'll see to introduce feature that lets you change status of time records that report extracts.
Now, about the invoicing - if you are using new activeCollab's Invoicing module and use time reports and / or tickets to create invoices, system will automatically track record status:
1. When you issue an invoice made from time report or ticket, all billable time records will be marked as "Pending Payment".
2. When payments are received and invoice is marked as paid, all related records are marked as billed.
3. If invoice is canceled, all records are reverted to their previous, billable status.
Thanks the response! I just installed 2.3 and haven't dug in to invoicing. I'm looking forward to it. For now we are still using freshbooks and after evaluation will look to potentially switching to SC invoicing in the beginning of next year.
I went through invoicing, Excellent job! simple and effective. Mostly what I'm interested in is reporting.
- add unbilled hours total to each project in project view for people with invoicing privileges.
The reports I use regularly in Freshbooks are
- Reports
- Total $ outstanding
- Total $ outstanding Accounts Aging 30/60/90 days
- All invoices for a customer
- Outstanding Invoices for customer
- Account Statement that can be emailed to customer
invoice:
- run a job report on unbilled hours
- export for invoicing (where they are combined into general invoice line items)
- mark hours invoiced as billed
the problem is marking time entries as billed
- not possible from a report :(
- from a time view each has to be selected separately, either by hitting the $ or selecting each individually then doing a "with selected"
- from time view there is no "select all"
Solution:
Add mark as billed from a report or better if there was "with selected " functionality in a report. . . and an add all would be nice.
Thanks