Re: Newbie help

[Del Miller <..hidden..>]

OK, you said...

Projects and timecards are going to simplify your tracking and invoice
generation greatly.  Basically set up the projects and issue timecards
against the projects.  Then at the end of the month, you can generate
orders from the timecards, and convert those to invoices (the process
is actually fairly painless).


Took a look and this is great stuff (and just what I'm after) but I
can't get it to work.  I can set up a project and enter a time card
against the project -- that's not a problem -- but the part where you
say, '...you can generate orders from the timecards, and convert those
to invoices...' that's got me a bit confused.

I tried Projects -> Generate -> Sales Orders and got nowhere -- as in
nothing shows up except a couple of colored rows with no data in them.

I also tried Order Entry -> Generate -> Purchase Orders (just for good
measure) but as it's for PO's and not Invoices, I got nowhere as well
(as expected). :)

If I look at the 'List Projects' report, the project(s) are there.
If I look at the 'Time Cards' report, the time cards are there too.

The two projects I set up both have start dates of 10-01-07, one has an
end date is in the future (10-31-07) and one has an end date in the past
(10-12-07).  Neither seem to show up anywhere other than the 'List
Projects' report.  What am I missing?

Regards
Del

Chris Travers wrote:
> On 10/14/07, Del Miller <..hidden..> wrote:
>   
>> Hello List,
>>
>> I'm new to LedgerSMB and a complete novice when it comes to accounting
>> so please forgive any simple... err... stupid questions.  I have an
>> accountant that does all of the important stuff and I'm trying to setup
>> LSMB for invoicing only at this point.  I run a small consulting
>> business out of my home so, basically, I sell one products/service -- my
>> time.
>>     
>
> It seems that you have already familiarized yourself with the
> structure of the manual, and that is a good first step :-)
>
>   
>> Any suggestions on how to do this?  I would really like a single invoice
>> per customer (I bill monthly) that reflects the date of service and a
>> description of the service provided (all charged against a single
>> part/service number) on a line-by-line basis.  Sorta like this:
>>
>>
>> Invoice 10355
>> Invoice Date 10/31/07
>> Customer: Gates, Goodbury, & Graves
>>
>> 10/1/07   GC   planning of project X   1.5hr   $150.00
>> 10/5/07   GC   project y implimentation   5.0hr   $500.00
>> 10/14/07   GC   final cleanup of project y    3.25hr    $350
>>
>> Amount Due: $1,000.00
>>     
>
> Ok., here is some general guidance beyond what is in the manual
> (specific to your situaiton).  At least this should enable you to make
> better use of both the software and associated documentation.
>
> Projects and timecards are going to simplify your tracking and invoice
> generation greatly.  Basically set up the projects and issue timecards
> against the projects.  Then at the end of the month, you can generate
> orders from the timecards, and convert those to invoices (the process
> is actually fairly painless).
>
>
>   
>> I tried setting up a part/service number of 'GC -- General Consulting'
>> and the altering the description field on the invoice, but LSMB then
>> says that the number is not recognized and asks if it's a part or a
>> service.
>>     
>
> Enter the part number first, then update, then adjust the line item.
> You can do this for timecards as well so you can enter then and
> generate your invoices appropriately.
>
>   
>>  I'm not sure where to go next.  I'm happy to read the manual
>> (and I have) but the manual is a bit sparse on scenario/howto info.
>>     
>
> Ok, the piece of information you are missing is this:
>
> On the new line item, a search is performed on partnumber and
> description to pull up the part.  Once it is located, the internal
> number of the id is stored in a hidden field of the form.  At that
> point, you can change either the partnumber or the description field
> without affecting which part it is attached to (yes, this should be
> handled differently, IMO, but those questions are for the 1.4 release
> cycle).
>
>   
>> Also, I'm not beholden to the about layout if there's a better (or more
>> correct) way to do it, but this is what I and my customers are used to
>> and I'd like to keep it if possible.
>>
>>     
> We can patch your processes to a reasonable degree as is.  I wouldn't
> worry about that too much.
>
> Best Wishes
> Chris Travers
>
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