Ability to tag records (i.e. as "Billed" or "Archive")
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#13 Ability to tag records (i.e. as "Billed" or "Archive")
The one feature I find I need every single time billing comes around is this: the ability to TAG individual time records (or groups of records) as "Billed" so they don't show up the next time I bill!
Right now, I have to make notes for every single client of what day and what exact time my last invoice went up to, and set the time range to start at that point. It's a colossal pain and actually accounts for MOST of the time I spend billing! I would like to be able to select any record or records I want and mark them as Billed so they don't show up the next time I pull up the records.
This could be accomplished one of two ways, I figure:
1) A single hardcoded boolean flag you could set.Then when viewing Records, a checkbox for "Hide Billed" (or "Hide Archived") would instantly toggle whether to display them for the chosen time period. You could harcode the name of this flag, like "Billed" or "Archived," or have an Preferences option to name it.
2) A more robust tagging system where you could define tags arbitrarily in Preferences (like "Billed," "Paid," "Archived," "Design Work," "Pro Bono," etc.) and assign them whenever desired. Then when displaying Records, you could filter by tags to hide/show what you wanted.
Thank you and I hope you'll add this, as it would eliminate the one thing I find frustrating about the otherwise excellent timeEdition!
What is the time frame you use with sending bills? I do not have this problem by the recognition of week numbers in my calendar vs the registered timerecords
I am posting also questions, but do not expect answers from Prod Dev.
soaringeagle, I don't understand your question. There's no "problem" with "recognition of week numbers" or anything else you mentioned. I have no problems with the program or with time ranges. This is a feature request.
The only mention of time ranges was "I have to make notes for every single client of what day and what exact time my last invoice went up to, and set the time range to start at that point." If that's what you were meaning to refer to, I simply meant that the way the program works now, I have to go through tedious extra steps every time I look at my time records to send out a new invoice. For *each client,* I have to pull up the last invoice I sent them in my invoicing software, find the date and time the invoice went out, and then go into timeEdition's Records and set the time range to start then, so it only shows all the hours since I last billed that client. Then I have to do it all over again for every client.
(I could, of course, just delete time records once they're billed, but that's a highly distasteful option since I find timeEdition an invaluable record for tracking past productivity or providing more details to a client who asks questions about what I spent my time on. I could also use it to interface with automated tools like FreshBooks, but I need to do it manually, since I sometimes round down my hours or only bill some of them.)