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Sorting and summarizing invoices

Greg Guarnaccia

May 21, 2014 13:16

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I have to admit that I am struggling to make an invoice template work.  I’ve tried single and combo data rows. I seem to be able to get a list of total hours and amount per employee as well as a general list of individual debit items but I am unable to format it so that it summarizes the debit items for each employee.  For example:

PRINCIPAL

- Design. ...................1..............$150.............$150

- Coordination............2..............$150.............$300

ASSOCIATE

- Design.....................2..............$90...............$180

- Coordination............4..............$90...............$360

 
Any help is appreciated.

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3 comments

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  Greg Guarnaccia May 21, 2014 15:01

  So the more I work at this it looks like there are just not enough Category variables available for me to get what I want given my setup.  Maybe my setup needs to change too.

  The big picture of what I want to do is to have a billing rate per employee type regardless of task.  So on an invoice the tasks are summarized per employee type.  So I started out setting up hourly Debit types for each employee type so I could assign a rate to each of them.  Then I would use the description field to note the actual task performed.  This doesn't seem to get me what I want.  The only other method I see is to setup Debit categories that represent each task and just enter the billing rate manually per employee type.  But that doesn't seem to work either as I end up with the same task having multiple rates applied and no way I can see to sort that as I want.

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  Greg Guarnaccia May 21, 2014 15:59

  Well, I hate to say it but I get the feeling that this is just not possible.  The harder I try the more road blocks I hit.  I've now spent more time trying to figure this out than the software is worth.  

  The only possible way I can see to do this is to have a hourly category debit for each task for each employee billing rate.  That would be a ridiculous list of items.  Maybe sometime in an update we can have a way to summarize by both category type and item.

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  Greg Guarnaccia May 28, 2014 14:02

  After yet more exploration, I wonder if using a code based template would get me the results I need.  I do not have any html experience so I'm not sure how to approach this but any recommendations would be appreciated.