On Wed, 9 Mar 2011, Rolf Stöckli wrote:

As Tim said, it's in the AR Aging Report.

Rolf,

  Yep. Found it there.

The time card notes are in field "itemnotes".

  Yep. I modify the checked fields before generating a time card report.

You can display it in the sales order or invoice if you select the
checkbox between Description and Qty and press Update. What you would need
is only a script that copies the additional information (time, rate) into
this field when you generate the sales order.

  Hm-m-m. I've not seen that option when I generate the sales order. While
the time card report has everything as I want it, as soon as I generate the
sales order each line reverts to the service code and description.

  This coming weekend I'll create a test project and see if I can find what
you describe.

  This still does not fulfill the need for a running Statement of Account
for a client that shows all retainers paid (date and amount), monthly time
and expense details, and current balance. Yes, this can be a huge,
multi-page report for a project lasting a year or two, but it's a complete
record for both me and the client.

Thanks,

Rich
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