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#2836 - 11/19/02 11:03 AM T & B - Invoices
H and O Offline
Adagio Enthusiast

Registered: 05/06/02
Posts: 20
Loc: Edmonton, AB
If I have entered a time/task or disbursement more than once for the same job, it is printing on the invoice each time. I need it to combine and only print once on the invoice. Is this possible?

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#2837 - 11/19/02 11:57 AM Re: T & B - Invoices
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11521
Loc: Vancouver, BC Canada
Hi H&O,

You can consolidate disbursements so that all disbursements print on one line. This involves 2 steps:
- Edit the Specification Options on your bill spec and choose the Consolidate Disbursements option.
- Edit your Disbursements and disable the option 'Detail on billing memo'.

When the bill prints, you will get one line for each disbursement code that has 'detail on billing memo' disabled, rather than all details showing. Therefore, you can have some disbursements consolidated to one line and others that show all details.

There is no similar function for consolidating time transactions by any code. If you want to show only one line per source code (for example), it would involve using a different bill specification and potentially changing how you enter bills. The new specification can only have a 'Bill Details' section and no 'Time Details' section. When entering bills, you must enter a source code on the detail screen to filter the sub-details grid.

Note that this may prevent some other information from printing on your bill that you actually want. If you want to investigate this further, make sure you do this with a backup copy of your data and specs, so that nothing is inadvertantly changed on your live data.

Regards,


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