So what you want, is for the timecard notes, to show up as itemnotes on
the lineitems?
At least in 2.6, which was the last time I used SL, the timecard handling
was very unsatisfactory for my purposes, and I ended up just avoiding
timecards, and using orders to manually handle information.
There were supposed to be improvements in later versions, but I don't know
what they were, or if they happened, so I can't really help much.
Luke
On Tue, 15 Feb 2011, Rich Shepard wrote:
Lenny and Luke have weighed in with suggestions, but I'm still not able to
generate a service invoice for those clients who want a detailed invoice of
time and expenses. I'll describe what I do and what I see and ask you to
suggest changes.
Goal: to have an invoice that lists the date, note, and quantity (i.e.,
amount of time) for each time card entry and adds the client name/address,
project number and name, and total dollar amount to the invoice.
From the Projects -> Reports menu I select Time Cards and specify date,
project number, name, service code, notes, and quantity. This produces
desired information on the display.
Next, I select Projects -> Generate -> Sales Orders. Specifying the
project number and 'Details', I click the 'Continue' button. This produces a
page headed 'Generate Sales Orders' with headers but no content.
When I then select Order Entry I usually find nothing under Sales Order or
Reports -> Sales Order. If I do get this step correct, then the displayed
sales order has the correct number of items, but only the service code and
description and not the notes. It is at the this step that I either get
stuck or the results I don't want. What am I missing?
Rich
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