Show a Job Paid
Perhaps this exists and I have not seen how to do it. I would like to have a place where we can flag an entry paid inside a job. Also have that flag be visible in the csv export from the website.
The purpose for me, would allow me to continue to use my automated summary reports and generated invoices from that exported data. If I can get a 'paid' flag generated from the source csv, I could set a condition in the imports to ignore those entries, always keeping my summary and invoices current.
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James Thomas commented
I would like to be able to flag entries as "invoiced" and "Paid". Being able to color code the flagged entries would be cool, like "Invoiced" could be orange or yellow, and "Paid" could be green.
Anything later than "Paid" could have a running total hours up to what is "Invoiced", and all hours after that could have a remaining, or current hours since last invoice.
For instance, if I have 10 entries, and I flag 5 as "Paid", it would show a total number of hours that show to that point. Then, I might flag "Invoiced" the next 2 entries, and it would show a total hours from "paid" to the flagged "Invoiced, and have a total left not invoiced. -
James Thomas commented
What would work well for me is having an "Active" status set as default, and being able to choose between "Invoiced" & "Paid" on each individual entry. If default entries could be green for active, those marked "Invoiced" could be yellow, and those marked "Paid" could be red.
This would allow me to keep everything up-to-date and not confuse hours that need to be invoiced with those that are already invoiced.
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Hey Matt, check out the tagging feature available in HoursTracker 2.6+ and HoursTracker HD 1.8+.
Currently, tags are not included in the CSV export from HoursTrackerCloud.com but will be in a future release.