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Timesheet based Invoice
When you are project managing/contracting, you would need to aggregate timesheet entries on this project and raise invoices to your customer based hours spent, which can be accomplished via Timesheet Invoice.
Create Timesheet Invoice
To raise an invoice based on timesheet entries, you need to have a project related to a customer and have approved and non-billed hours.
Once you have unbilled hours, go to Accounting & Finance section of kpi.com. Click +Add New, then Timesheet Based Invoice. Select a customer and billable project(s).
Set Invoice Period and Invoice Type
You can present timesheet invoice to your customers in various formats, based on your selection of Invoice Type.
Invoice Type
Detailed Invoice includes line for each timesheet entry, including task name, assignee’s name and timesheet entry date.
Group by Assignees – one invoice line per assignee, including project name, assignees name and task names
Group by Tasks – invoice lines grouped by task and assignee, including project’s name, task name, assignee’s name, and task description.
Group by Project – invoice line for project’s total, including project name and description.
See also
- Purchase Order for Fixed Assets
- Goods Delivered Notes
- Sales Quote
- Sales Order
- Sales Invoice
- Recurring Invoice
- Request for quote
- Request for purchase
- Purchase Order
- Purchase Invoice
- Recurring Bills
- Fixed Assets
- Company Expense Claims
- Employee Expense Claims
- Customer Center
- Supplier Center
- Products & Services Overview
- Bank Accounts
- Supplier Access
- VAT Reverse Charge Mechanism
- Setting Barcode for a Product
- Items Table
- Run Time Calculation of Exchange gain/loss
- Exporting to Excel and PDF
- Timesheet Invoice
- Budget per Department
- VAT Return
- Bank reconcilation
- Dividends Payable
- Assembly Products
- Add New Assembly Item
- What is Non-Inventory Item?
- Add New Non-Inventory Item
- FIFO method of inventory valuation
- What is Inventory Item?
- Add New Inventory Item
- Products/Services Import
- Add New Product/Service
- Intercompany Purchases
- Creating Intercompany Sales Invoice
- Intercompany Sales
- Workflow of Expense Claims
- Purchases / Bills Overview
- Progress Invoicing
- How to convert Sales Quote to Order, Invoice & Project
- Sales Overview
- Serial Numbers
- Accounting Overview
- Landing Cost
- Mark PO as Open
- Purchase Order Actions
- Receive Purchase Order
- Send Purchase Order
- Importing Customer Accounts