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| Tip |
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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. You can create "invoices" for historic work log entries. However, all data won't have a financial dimension in this case. To fully benefit from accounting, you should create teams and pricelists for each project where you have work log data relevant for accounting (see Project Teams / Price Lists). |
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- Create report that includes the time entries (work logs) you want to include in your "invoice".
- Exclude (de-select) single work log entries of the report you don't want to charge (optional).
- Fill in data to identify the invoice and charge (create the "invoice").
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