Name of Feature/Request: Ability to Group by Employee on T&E Invoices
What financial, time savings, or quality of life improvements will occur from this: To add the ability to group by Employee on Invoices generated from T&E Invoices. | Frequency: Just about every invoice. I’ve created 36 invoices this week so far. | As a professional services firm, clients do not want to see how many days and hours per day were worked. They are concerned with the total amount of hours per what was done. We have Project Management that last for months on one aspect of the project. The invoice could be 10 pages long. No client wants that. I’ve attached invoice 9790 to see how the invoice looks without any changes. Our clients would find this unacceptable.
I’ve also attached an invoice that goes another step further, it has many hours per item. Please see Invoice 9640.
Attempted Solutions So Far: I am entering the information manually. I erase the description in my invoice. I have created custom columns for quantity and amount. I enter the total per employee in these custom columns. I end up with many blank lines. I then have to go into Bluebeam to place a white box to cover up these blank boxes. I don’t have an example to show you where the employee is listed. I have the hours added up, then the description is changed to show what was done. I’ve been told this is the only way for me to do this where the hours worked from our timesheet is able to be listed as “billed” on the Timesheet Report. See invoice 9804.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: We are a professional services company. I have employees working multiple days on a project. When I go to invoice via the Generate Time and Expense Invoices, I end up with many lines for each employee of the days worked on a project. I would like to combine/group each person’s hours into one line item per employee. I tried selecting the “Options” drop down and selecting the “Group by Item Type”. I thought this would work but it does not. Any suggestions would be much appreciated. Thank you. | Previously accomplished: I am entering the information manually. I erase the description in my invoice. I have created custom columns for quantity and amount. I enter the total per employee in these custom columns. I end up with many blank lines. I then have to go into Bluebeam to place a white box to cover up these blank boxes. I don’t have an example to show you where the employee is listed. I have the hours added up, then the description is changed to show what was done. I’ve been told this is the only way for me to do this where the hours worked from our timesheet is able to be listed as “billed” on the Timesheet Report. See invoice 9804.
StrivenID: 5162739