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Adding timekeeper column to invoice

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Top 100 Contributor
Posts 38
Joseph Nierenberg Posted: Wed, Apr 7 2010 5:35 PM

[TM10]

I can add a timekeeper code to the staff summary at the end of a bill, but I cannot seem to add a timekeeper column to the fees or fee heading areas of the bill.  Is there any way to do this, to show for each time entry the staff person who performed the services?

Joseph Nierenberg
Nierenberg Employment Law, PLLC
Consulting – Litigation – Training
Minneapolis, Minnesota
www.nierenberg.com

Top 75 Contributor
Posts 41
Jwyatt replied on Thu, Apr 8 2010 9:10 AM

We are still on TM7 but our invoices have a column for Staff.  On our setup for Billing Layout we have the field "Staff Initials" inserted on the Fees Itemized row.  We select that field from the drop down box on the right.  The fields to choose from on the right are grouped by source.  The Staff Initials field is under the Fees Itemized header.

Hope this helps.  Perhaps someone familiar with v10 can advise you better.

Jeff Wyatt
Abilene TX

Top 100 Contributor
Posts 38

Thanks Jeff.  Your solution was part of the fix.  After implementing your change, it turned out that we also needed to modify the billing profile to allow for the staff data.

Joseph Nierenberg
Nierenberg Employment Law, PLLC
Consulting – Litigation – Training
Minneapolis, Minnesota
www.nierenberg.com

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