How to Bulk Edit Timesheet notes in WorkflowMax Invoices
How to Edit Timesheet Notes in a WorkflowMax Invoice
There are two options for how to bulk edit timesheet notes in an invoice without having to go back into individual timesheets on the job, or resorting to exporting the invoice to MS Word.
OPTION 1
Timesheet notes visible under each task - including time details.
Edit all the timesheet notes in one place within each task.
Prior to invoicing the Organisational Setting for Timesheet Notes set to “Task Description – Time Detail”:
When the invoice is created, all the timesheet detail will be visible in the draft invoice:
Click into an individual task to freely edit all the timesheet notes for that task:
OPTION 2
Timesheet details visible under each task - timesheet notes only
Prior to invoicing the Job is set up with the Organisational Setting for Timesheet Notes set to “Task Description” (change from Option 1 above where it is set to "Task Description - Time Detail"): In this case, you'll notice only the timesheet notes appear, there is no Date or Time detail.
OPTION 3
All timesheet notes appear together in the Job Description field for open editing
Prior to invoicing the Job is set up with the Organisational Setting for Timesheet Notes set to “Invoice Description” (change from Option 1 above where it is set to "Task Description - Time Detail"):
Prior to creating the invoice, in this example “Job Description” field has data in it such as in this example:
When the invoice is created the Job Description text remains and the timesheet notes are added.
All the timesheet notes are in one place for immediate editing. Only the notes appear, not the Dates or Times.
To me, it is odd that the timesheet notes appear in the Job Description field rather than the Invoice Description field, but easy to bulk move if wanted.