
Hi,
Is it possible to generate consolidated/summary invoice for multiple timesheets/resources?
I was able to post job journal for timesheet and generate invoice however it creates individual line for each entry which results in way too many lines. Timesheets are approved upfront so invoice should by summarised.
Any suggestions would be appreciated.
The change with the least amount of effort would be to alter the layout of the invoice to the client. RDLC layout would allow you to add a summary line by summing all the values for line “type” of resource. If you wanted this done before it hits the layout it would currently mean creating a new invoice report, extending reports not quite ready. On the new report, which can be a copy of the previous report, will need a new data item as an integer which is filtered to a value of 1. OnAfterGetRecord of that data item you can set a variable and then sum up the invoice lines if the type is resource and feed in a generic description etc.