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Author Topic: Collapse invoice items by project should be client specific  (Read 2913 times)
condera
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Posts: 3


« on: August 04, 2011, 08:32:05 am »

Hi  Smiley

First of all, let me congratulate you people at On-Core with your fine works done at this application!!!

At some of my customers, I work at several projects, and they request invoices with a sum by each project. So I'm using the collapse-by-project option, which is sort of ok. However I have two comments for this function:

1) As far as I can tell, you can only control the feature by company, but not by client. The latter would be preferable, since this kind of requirement - in my case - is set by the client. My current work-around is to generate invoices for customers with and then without collapsed invoice items requirements, and then alter the export setting accordingly in between. It works, but it is a bit tedious.

2) When the items are collapse, the first date is shown. Would it be possible to show the first and the last date? What I really would like is a sub-total feature: That is, list all items by day, and then generate sub-totals lines by project.


Regards,

Jens.
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Adam
Administrator
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Posts: 987



« Reply #1 on: August 05, 2011, 01:08:57 pm »

Hi  Smiley

First of all, let me congratulate you people at On-Core with your fine works done at this application!!!

At some of my customers, I work at several projects, and they request invoices with a sum by each project. So I'm using the collapse-by-project option, which is sort of ok. However I have two comments for this function:

1) As far as I can tell, you can only control the feature by company, but not by client. The latter would be preferable, since this kind of requirement - in my case - is set by the client. My current work-around is to generate invoices for customers with and then without collapsed invoice items requirements, and then alter the export setting accordingly in between. It works, but it is a bit tedious.

We will add your request to our "wish list".  Thanks for the suggestion.

Quote
2) When the items are collapse, the first date is shown. Would it be possible to show the first and the last date? What I really would like is a sub-total feature: That is, list all items by day, and then generate sub-totals lines by project.

Not sure how possible this is, but will add that to the wish list too.
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