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Question

Can I invoice by person?

Solution

Yes, there are two ways to do this depending on your requirements.

Option 1: If you just need to display or sort by person, then that is available in the invoice display options under Admin > Setup > Accounting > Invoice Formats.

Option 2: If you need to restrict that one invoice displays only one person's labor/expense, you can take the following steps:

  1. Post all the labor.
  2. Create the Invoice and then edit the invoice.
  3. Click on the left menu line item for labor for your project type (TM, FP, CP).
  4. In the next screen, click on the Person header to sort by person.
  5. Click the Select all option.
  6. Deselect the person(s) whose labor you want to bill.
  7. Click Defer Selected, then click Back.
  8. The invoice now displays only the person(s) whose labor you want to bill.
  9. The deferred labor will appear the next time you go to create an Invoice (it does not need to be re-posted).

Invoice display where you can click through to defer labor:  

***Use the image with T&M Labor selected in the left menu here***


Screen where you can defer labor: