As mentioned in our year-in-review and plans for 2024 article, we’ve been working on creating a Billing view for Dovico Timesheet. The new view is in testing, and some refinements are being made, but it’s almost ready to release.
If you’ve used the previous version of Timesheet, you may be familiar with the new Billing view. Our initial goal with the new view is to bring parity with the features from the previous version but we also have plans for future improvements.
As a Premium customer, you can access this view via the Projects & Employees menu as shown in the following image.
When you enter the view, you’ll see a list of all your bills similar to the following image.
Each row has a button that allows you to edit or view the bill’s details. If the bill hasn’t been posted, it can still be modified so the button will have the caption ‘Edit’. Once the bill is posted, the bill becomes read-only so the button will display ‘View’ for its caption.
When you click a row’s Edit or View button, a dialog will be displayed. In this dialog, as shown in the following image, you’ll be able to adjust details of the bill.
Every bill needs an address which you can configure on the aptly named Address tab. I’m pointing this out because this address is not specific to the invoice. Instead, the address belongs to the client of the selected project. If you change the selected project to one that’s assigned to a different client, that new client’s address information will be what’s presented in the address tab.
Exporting or Printing an Invoice
When a bill is posted, the Post button will change to a Print button. Clicking the Print button allows you to view an invoice, as shown in the following image, that you can then export to various formats or print.
In Summary
We’re really excited about the release of the Billing view for Dovico Timesheet. With the ability to manage bills and generate invoices with ease from within Timesheet, we’re confident that this new feature will streamline your billing processes.
We look forward to your feedback as we strive to improve and innovate for you, our esteemed customer.
If you’re not yet using Timesheet, check out our website where you can sign up for a free 30-day trial to see if Dovico Timesheet is right for you: https://www.dovico.com/pricing
Gerard Gallant,
CIO of Dovico Software
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