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Allthough ictime itself does not create and manage invoices, it does not only provide data for doing so, but it also allows for creating a kind of "bill" or "invoice" and this way shows which time entries have been already charged (we also use "invoice" or "bill" when talking about charging time entries in ictime). You can add reference data to the real invoice to the "invoice" in ictime.
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All basic functionality in the reporting & accounting area will work without having to define teams and price lists for a project. However, data won't have a financial dimension in this case. To fully benefit from accounting, you should create teams and pricelists for each project (see Project Teams / Price Lists). |
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Accounting - Charge Time Entries (Create "Invoice")
Setting time entries to "charged" (creating a "bill" or "invoice") is done as follows:
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You can de-select single entries from your list by clicking the respective checkbox. They won't be included in the invoice and will remain with the status "not charged".
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3. Create "Invoice" (
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Accounting - Charge Work Logs
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You are not really creating an invoice, but you are performing an action that represents creating an invoice in another software system (your accouting or ERM software) and in addition you can generate a download file that contains data you might directly use for such a software system. Creating an "invoice" in ictime basically means that all selected work logs get a manual reference to a real "invoice" and the ictime status of all work logs included in the invoice changes to "charged". The status transition is important, as these work logs - by default - disappear from reports and you can't change modify or delete them any longer.
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A work log with status "charged" can't be edited or deleted anymore, otherwise you could change data that already had been used for accounting puposes. If you made a mistake, you can still revoke the invoice (see below). |
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You can view the details and can download the detailed report.
View Invoice Work Log Details
Edit Invoice
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You can edit all data, but you can't change the time entries that are part of this invoice. If you require to change this, you need to revert the invoice and create a new one (see below).
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