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- Create report that includes the time entries (work logs) you want to include in your "billinvoice".
- DeExclude (de-select time ) work log entries from of the report you don't want to charge (optional).
- Fill in data to identify the invoice and charge ("create the "invoice").
1. Create Report
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You need to select "non charged" as status for the work logs of the report. If you choose "all" or charged, you won't get the option to charge the entries. |
For further details regarding report configuration, see Reporting.
2.
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Exclude Work Log Entries Entries (Optional)
You can de-select (exclude) single entries from your list report by clicking the respective checkbox. They won't be included in the "invoice" and will remain with the status "not charged" (but they don't appear from your report at this moment!).
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3. Create "Invoice" (Accounting - Charge Work Logs)
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 importing into 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 modify or delete them any longer.
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