Timesheets and expenses integrated with invoices

Something we've wanted to do for a long time is to simplify the process of invoicing timesheet entries and expensses. Well this week we made some big improvements in this area.  You can now add expenses and timesheet entries to an invoice right from the invoice form.  Let's check it out.

To add either an expense item or timesheet entry, click one of the buttons right above the invoice item section of the form as shown below. We'll start by adding some expense items to our invoice.

Including expenses in an invoice

After clicking the Select expenses button, a dialog window will appear that allows you to search your expenses for the ones you wish to invoice.

You can use the auto-suggest search box or search by date range. We're going to do a text search on Computer and see what comes up.

Ok, we found a few expenses and are now going to select the ones we want to include in the invoice. After we're done making our selections, we can either do another search or click the Add selected items button in the bottom left to add the expenses to our invoice.

You'll notice that adding expenses will automatically change the Type column to Product by default. If the expense is a service, you can certainly change the Type column to reflect that.

Including timesheet entries in an invoice

Selecting timesheet entries is almost exactly the same except that you can only search by date range.  You must first select a client and project in the invoice form before selecting timesheet entries.

If any timesheet entries are found in your date range search, you can then select them to be included in the invoice. Click the Add selected items button to include the timesheet entries.

And there you go. No more flipping back and forth between an invoice and your timesheet page to see exactly what it is you need to invoice.

Thanks for reading.