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Generate invoice from Time records

Question asked by Cuelliam on Jan 7, 2015
Latest reply on Jan 9, 2015 by Cuelliam

Title

Generate invoice from Time records

Post

Can you help me adapt a filemaker database that was written many years ago to FM13?

We are a service business and bill clients for our time, there are no products involved.
I have a file where employees enter their time. Fields are: 
Date    Job Number   Client   Activity   Time   Rate   Total

I need to generate invoices from the records in this file. I’ve created a second table called Invoices. What is the best way to find all the time posted to a particular job number, sorted by activity? Should this be in the same file with 2 tables or in 2 separate files?

Invoice detail needs to show a dollar figure for each activity within the job, for example:

CLIENT NAME
JOB NUMBER

–Proofing . . . $00.00 (total dollar figure of all employees who did proofing on this job number)
–Research. . . $00.00 (total dollar figure of all employees who did Research on this job number)
–GRAND TOTAL of all proofing + research for this job number

 

 

 

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