I need help with Time Billing. We are a service business and bill clients only for our time, we have no products and no inventory. We have a very basic file where employees enter their activities by creating a new record each time they work on something. Fields are:
Date | Employee | Job Number | Client | Activity | Time | Rate | Total
I need to generate invoices from the records in this file. What is the best way to find all the time posted to a particular job number, sorted by activity? Should this be in the same file with 2 layouts or in 2 separate files?
Invoice should show a single dollar figure for all employees who performed a certain activity on the job. Using a sub summary part (sorted by job number) I can get totals, but I can't figure out how to also summarize the activities and turn all that into an invoice.
Invoices need only the following:
Bill to/address/date (which it obtains from contact file)
Job number
List of Activities: (2 examples listed here)
–Proofing . . . $00.00
–Research. . . $00.00
GRAND TOTAL (of all proofing + research for this job number)
