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- Providing export data for accounting purposes, based on any report.
- Being able to set the status of all or selected entries of a report to "charged".
- Providing on overview of "bills" or "invoices" (i.e. a selection of toime entries that have been set to "charged").
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. You can add reference data to the real invoice to the "billinvoice" 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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- Create report that includes the time entries you want to include in your "bill".
- De-select time entries from the report you don't want to charge yet (optional).
- Fill in data to identify the invoice and charge.
Create Report
Go to
ictime -> Reporting & Accounting -> Reporting
and create the report you need.
SS XXX
For further details, see Reporting.
De-Select Time Entries
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".
SS XXX
Create Invoice
SS XXX
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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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Revoke Invoice
You can revert revoke any invoice. Reverting means that the invoice itself is deleted and all time entries belonging to the invoice are set to status "not charged" again.
Go to the accounting list
ictime -> Reporting & Accounting -> Reporting
and click the link "revoke" for the invoice you want to revoke.