Generate invoice from Time records
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:
–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