Getting started with your invoicing normally starts with a few reports to see who you’re invoicing and for how much. This can then be checked with project managers to confirm they are ready to invoice the clients and if they are happy with the amounts.
There are two basic reports that can get you going. Unbilled Work Quick Summary and Timesheet Entries.
Unbilled Work Quick Summary
Unbilled Work Quick Summary is found in the invoicing section and as the name suggests this will be a summarised report that you can run against one or all jobs to see quickly whats outstanding out of all your billable time.
Timesheet Entries (Billable WIP Only)
The Timesheet entries reports are found in the Timesheet Entries section and can be used for invoicing and also general reporting. The trick is to tick ‘Billable WIP’ (shown below) to only show information that hasn’t yet been billed.
The timesheet entries report shows information based on timesheets which may be easier for a project manager to confirm what’s billable, what to hold for the next billing cycle or what may need to be written off.
As mentioned this is the simplest way to get information to show what may be billed. Both of these reports have a number of grouping and filtering which can change the information shown, and there are also other reports that show the information in greater detail. If you would like to know more about reports used for invoicing please contact us.
Simple, fewer pieces of information to load means you will have a faster system.
Screens such as the searches, timesheet entries, invoices, and some reports all load with the current data that is available in the system, so it’s pretty straightforward to think that making items non-current will give you a quicker response for all these pages.
Modern browsers are getting smarter (or scarier) and can remember the information you have put into forms on websites and this is not just AbtracOnline but any form you fill out.
Sometimes this information will be automatically put into AbtracOnline if the browser thinks that it’s saving you time by adding the information for you.
Here are the instructions on how to turn that off if you find it more of a hindrance than helpful. (n.b. these instructions are accurate as at September 2018 and may change as the browsers change. Feel free to call us for assistance if they don’t make sense.)
With AbtracOnline you can assign a different status to an invoice so your team knows where you are up to with its creation. Examples of these statuses can be Draft, Returned for Edits, Approved, Committed.
This is helpful when there is a team of people creating an invoice but one final person signing off on the contents of the invoice.