Anyone know if it's possible to summarize tasks on an invoice? I see how to summarize categories but not if there is a way to do that for individual tasks. For example, if I logged 4 time sheet entires for "cost estimates" in one month, I'd like my invoice to only list one line item for "cost estimates" with the total hours and fee.
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Rob Sherrard - Imageer One way to accomplish this is to use the Tracked Hours: section of the Edit Debt/Credit window.
Let's say you create a Task called Cost Estimates for a given project. Instead of making entries directly into the Time Sheet, open the Cost Estimates task in the Edit Debt/Credit window. Click on the + at the bottom of the Tracked Hours window and add an entry for the first Cost Estimate activity there. You can enter Start Time and Stop Time there and have the program calculate the hours, or just enter the Start & End Dates and manually insert the Hours in the Hours box. When you click OK the entry is logged in the Tracked Hours window (and also onto the Time Sheet). Repeat this for each instance of another Cost Estimate activity for that project, and the hours will be appended to the total.
When the Invoice is created, there will be only one line item for Cost Estimates and it will show the total of all the entries logged. Going forward, after invoicing the current period, you would have to create a new Task for future Cost Estimates because Studiometry does not keep track of sub-tasks which have been invoiced and ones which have not. yet been invoiced.
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Greg Guarnaccia Thank you Rob. That is a great suggestion and could not have come at a better time. This looks like it will be an acceptable workaround for the time being.
I hope that a future update will bring us the ability to summarize tasks. That would be the most flexible and powerful way to achieve what I'm looking for and I have to imagine others would benefit from it too.
Many thanks.
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