• Latest update

    By Bill Greenberg 2 decades ago

    I'm currently working on an update to fix a few more bugs I've found in views, the GUI, the Invoicing section, and a few other things. If there is any interest I can make another release with the latest stuff, but I'm trying to slow down on new releases. Is anyone interested in the update now or should I hold off?

    • I am intrested

      By Guy Hendel 2 decades ago

      I am especially interested in the Block of time and how you have it working. If you can provide some explanation that will be very helpful.



      I have a few suggestions that I have implemented on the template I downloaded:


      1. I created an Invoice # button on the Invoice form just so I can change the default Invoice # to the one in my accounting system


      2. On the invoice form if you make a mistake or you need to change something after you select items you will need to remove the Invoice Number from each of the item you selected. I simply go back to the view and run a simple agent to remove the value of the field. I think there might be a more elegant way to do this. Maybe a Void Invoice button on the invoice form that will remove the InvoiceNumber value from the field and ask the user if they want to delete the invoice.


      3. I created a view to show all the item that I invoiced.



        Thanks for your help,

      • Good ideas

        By Bill Greenberg 2 decades ago

        None of this is what I would call especially "elegant." The Block of time is a pre-paid block of hours. I invoice the client for 50 hours, then also create an "Hours Statement" with 50 hours at the beginning of the period. As I work off those 50 hours, recording my time in Items, I add those Items to that original Hours Statement, occasionally printing it out for my client as well, until I use up all 50 hours. If I don't get exactly 50 then I break up the last Item manually to make sure I have exactly 50. - it works for me.


        1. Your Invoice # button is just for your first invoice, right? Then the system just goes sequentially from there. My Hours Statements use up invoice numbers though, so I don't know if that will screw up your accounting system.


        2. Yes, I've done that. But I also left a little back door to editing previously-invoiced Items. You can't change into edit mode once you've opened an Item with an invoice number, but you CAN open it with CTRL-E to go directly into edit mode.


        3. That's a good idea too. If I need something sometimes I'll just go into one of the hidden views.



          If you want to e-mail me your updated template I can merge it with all the other bug fixes and updates I've made in the last couple of months and post a new release.



          Bill