This part is confusing:
Expenses: Expense code; Document code; Project code; Expense category; Expense description; Expense value; Total
Expense Sheets: Expense sheet code; Expense code; Sheet total
Doesn't one expense sheet hold many expenses? If so, there should be a 'Expense sheet code' field in Expenses - instead of a 'Expense code' field in Expense Sheets.
Absolutly right. I mixed up with the name. Already fixed above.
Thank you for comment.
OK, then: assuming an invoice includes only expense sheets, not individual expenses, you could assign sheets to invoices by setting an InvoiceID field in the Expense Sheets table to the InvoiceID of the selected invoice. This would make all expenses in those sheets related to the invoice ( indirectly).
To print an invoice, use Go to Related Record [Expenses; Show related only] to find the related expenses, and summarize them by category (or rather by invoice, then category - so you can print multiple invoices).
Thank you so much, I think we are on the right track.
But I have a doubt.
What you describe will list the expense sheets related to an invoice. But what i want to know is how do I select only the ones I want to include in an invoice.
Imagine that I have 3 expense sheets that are related to a project and client. But for the moment I just want to charge him two expense sheets because the other one I have to charge only in the next month.
Is there a way that I check the one's that I want from the list and it includes only those in the invoice?
Thank you very much.
You "select" the expense sheet to include by setting a field in the expense sheet to the ID of the selected invoice. The exact method depends on how you want to build your user interface. You could be on the invoice layout, and select from a portal of unassigned sheets, or you could store the invoice ID in a variable, go to the sheets layout and do it from there - these are just two examples.