Time Master / Time Master Problems and Support / Invoice module - auto invoice

[Wildcat]

Hi Guys

I've been using your app very happily for a couple of years now but today I have a couple of issues.

(Using Ipad1 with ios5)

1)
I used the auto invoice function to create a client invoice for last month. The invoice has created but it doesn't appear in the "Manage Invoices" screen and it doesn't appear in the "Export Invoices" screen.

I can access the invoice in these screens by using the search function at the top of the screen and searching on the invoice number.
Any idea why the invoice is not displaying in the "Manage Invoices" screen?

2)
The invoice created via auto-invoice has not added the 10% tax to the client. I've checked the client details in the database and 10% tax is applied against the clients database listing.
Any ideas why it hasn't added the tax?

Cheers
Cathy

[Adam]

Hi Cathy,

Hi Guys

I've been using your app very happily for a couple of years now but today I have a couple of issues.

(Using Ipad1 with ios5)

1)
I used the auto invoice function to create a client invoice for last month. The invoice has created but it doesn't appear in the "Manage Invoices" screen and it doesn't appear in the "Export Invoices" screen.

I can access the invoice in these screens by using the search function at the top of the screen and searching on the invoice number.
Any idea why the invoice is not displaying in the "Manage Invoices" screen?

Most likely you have a "Filter" set that is preventing you from seeing the Invoice(s).  When in doubt, set the bottom left filter to "All Dates" and the bottom right filter to "All Invoices".  However my preference for the Invoice filter is to set it to "Status - Pending & Billed".

2)
The invoice created via auto-invoice has not added the 10% tax to the client. I've checked the client details in the database and 10% tax is applied against the clients database listing.
Any ideas why it hasn't added the tax?

You may have to check a few things.  First it needs to be set in the Time (or Expense) Entry itself.  If you can go into one of the Entries and verify that in the "Rate and Attributes" the "Taxable" line is checked for Time Entries or in Expenses the "Attributes" the "Taxable" is checked.  If those are checked, you should next check your Invoice.  In the Manage Invoices, edit your invoice and make sure that there is a "Tax" code set in the "Tax" row.  Note that the Tax can be set in the Client record, so that it will automatically be pulled into the Invoice when it is created.

Hopefully that will help?  Please let us know?

Cheers,
Adam.

[Wildcat]

Hi Adam

Thank you for your reply. I'm sure there's a simple explanation for my glitch but...

I have the Filter settings in the Export invoice window set to "all dates" & "all invoices" but one of my invoices is still not displaying. I can access it by using the search function so it's not a big problem.

The invoice was created using the "auto invoice" option which I've never used previously. This is the same invoice which didn't add the tax. I have the tax set in the Client record and in the invoice itself but not in each of the time entries. (There are 25 entries for last month). I don't think I've added tax to the individual time entries in the past as I assumed that the client setting would be global across the Client's time entries and I haven't noticed the tax missing previously.

By the way...

You guys are sensational. Your product is wonderful and it just keeps getting better. I love the new fixed amount option which still allows me to track the time I spend on a client. I hope you're still working on adding the quoting function to the invoice module 

Cheers
Cathy

[Adam]

Thank you for your reply. I'm sure there's a simple explanation for my glitch but...

I have the Filter settings in the Export invoice window set to "all dates" & "all invoices" but one of my invoices is still not displaying. I can access it by using the search function so it's not a big problem.

The invoice was created using the "auto invoice" option which I've never used previously. This is the same invoice which didn't add the tax. I have the tax set in the Client record and in the invoice itself but not in each of the time entries. (There are 25 entries for last month). I don't think I've added tax to the individual time entries in the past as I assumed that the client setting would be global across the Client's time entries and I haven't noticed the tax missing previously.

If you want, you can send us a Backup file and we will look at it here.  That way we can replicate the problem and can fix it if it is a bug or at least tell you what happened.

[GPG]

I had the tax problem too. The problem was that I amended the client database to make entries taxable half way through the project life. I had forgotten to check it at set-up of the client. The system did not retrospectively make each time entry taxable. I had to go back and change each of the old ones one individually.
I am certain that when Ive made this mistake before, a single change to the database has caused every entry to be amended including the old ones, without having to go into each of the older ones individually?

Great product. many thanks
Greg

[Adam]

Actually, no.  We never change Time or Expense entries "retrospectively".  Once you hit the Save button for the first time, after creating it, the fields are locked in.  The reason for this is that say in 2011 your billing rate was $95 per hour.  In 2012 you decided to raise it to $100 per hour.  You would *not* want the old entries changing from 95 to 100 as that would invalidate all your old billing and invoices.  If you were audited, you would need to have the correct info.  So that is why it is locked in when it is created.