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Re: Time Cards and Projects - billing for professional services

Thanks for the suggestion below, which I am using - The one about using the customer initials to define each service code. I've set it all up and am going to show the client and train them to use this tomorrow! If they don't like the big list of services to choose from, I will try Chris's suggested hack in the new year
Thanks again to both of you for your suggestions and help.

On 20/12/06, Stroller <..hidden.. > wrote:

On 19 Dec 2006, at 21:19, Steve Jacobs wrote:

> Wow! Quick answer! Like under 5 minutes
> Any thoughts on a 'better' way than creating separate services?  OR
> - is there a way to create a service so that an individual can only
> 'sell' the ones that he 'owns' - and restrict the time card to only
> show those? Otherwise, time cards entry will get completey unwieldy
> for more than a couple of people working in such a firm.

Honestly, the best way to do this IS to have a range of services
AR001 to AR005 indicating "Junior ... Senior" Architect.

The architect doing the billing types "AR" into his browser and hits
enter, causing the "update" button to be triggered and a list of part
numbers to be displayed; the architect chooses the part number
corresponding to his hourly rate and then thereafter the BROWSER will
tend to auto-complete AR003 or whatever corresponds to that
particular user.

There is no need for the customer's invoice to show the part number
or it's description - you can customise invoice.tex so that only item
notes ("design of new barn") and quantity ("4 hours") is displayed.

If you REALLY need 8 services for each of the 12 architects then I
suggest each architect has a a range of part numbers beginning with
their initials. JS-BD-01 might indicate Joe Smith's rates for Barn
Design, JS-CC-01 might indicate Joe Smith's rates for Colour Co-
ordinating the paintwork; likewise RJ-BD-01 & RJ-CC-01 would indicate
Rob Jones' rates for the same services. Each user will quickly become
familiar with the idea that the just enter their initials into the
"part number" field and their rates are displayed as soon as they hit
enter and additionally they will know they can easily bill they
customer for their colleagues' time if several of them attend a
meeting about Colour Co-ordinating, simply by hitting "cc" and enter.


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Steve Jacobs