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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). To apply price lists to existing work logs, you would need to edit and save the respective work logs. |
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Accounting - Charge Time Entries (Create "Invoice")
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You can de-select (exclude) single entries from your 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 disappear from your report at this moment!).SS XXX). This feature is useful if it is not possible to get exactly the results you need to invoice with the filter/search options.
To exclude an entry, click the respective checkbox in the "Exclude" column in the work log list of the report. The column/checkbox only appears if you have chosen "Prepare charging entries" as option for the report.
You can exclude as many entries as you need (this also works when navigating to following pages). In order to see the (financial) results of excluding an entry, please click the refresh icon in the report summary:
SS XXX
3. Create "Invoice" (Accounting - Charge Work Logs)
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