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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). 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
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Work Logs (Create "Invoice")
Setting time entries work logs to "charged" (creating a "bill" or "invoice") is done as follows:
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For further details regarding report configuration, see Reporting.
2. Exclude Work
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Logs (Optional)
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This option is only available in the "List View" of the report details, not in the "Structured View". See Reporting. |
You can de-select (exclude) single work log 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 disappear from your report at this moment). This feature is useful if it is not possible to get exactly the results you need to invoice with the filter/search options.
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