Invoice Settings

Invoice Input without Invoice Records

• Enable manual input of Invoiced amount on Time Entries: Enables the input of invoiced amounts to be manually input onto time entries
• Enable manual input of Invoiced amount on Expense Entries: Enables the input of invoiced amounts to be manually input onto expense entries

Validation Options

• Establishes a required field validation rule for the line item time code field: Adds a Field Validation Rule for the line item time code field
• Establishes a required field validation rule for the line item expense code field: Adds a Field Validation Rule for the line item expense code field
• Establishes a required field validation rule for the line item class field:  Adds a Field Validation Rule for the  line item class field

General Options

• Enable Auto Invoice Numbering: If enabled Invoices will be auto-numbered upon creation
• Enables an additional line item description field where HTML can be included: Enables a second line item description field for the entering of HTML
• Enables a user who has both the System Administrator AND Invoice Manager roles to unlock an invoice: (use temporarily only): When enabled Administrators can unlock an invoice for editing, only use when necessary and disable after use
• Enable a Project Types filter when creating invoices: When enabled Invoices can be created that only link to specific Project Types
• Enable Linking Items: If enabled Invoices will be able to be linked with other items
• Enable Invoice Splitting: When enabled, Invoice Records can be split by percentage into multiple Invoice Records
  • Split % Scale: The number of digits after the decimal place on the percent, or technically the scale of the percent
• Enable ability to back date an invoice: If enabled Invoices will be able to be dated with an earlier date than they were created
• Scales: Overrides the default scale of 2 decimal places for the designated input

Approval Options

• Time Sheet Approval Required to Invoice Time Entries: Enables a Time Sheet Approval to be required for Time Entries to be added to Invoice Records
• Expense Report Approval required to invoice Expense Entries: Enables a Expense Report Approval to be required for Time Entries to be added to Invoice Records
• Approval Request Template: The Approval Request Template to use for invoice records.  When specified, adds a "create approval request" button to the display form

Display Options

• Enable attachments to be added to invoices: Enables attachments to be added to Invoices
• Enable comments to be added to invoices: Enables Comments to be added to Invoices
• Enable activity history on invoices to be visible: If enabled Invoices will show their active history 

Reporting Options

• Invoiced Total Ready to Download: Shows the invoiced total for all invoices that are marked Ready to Download downloaded on reports
• Invoiced Total Downloaded: Shows the invoiced total for all invoices that are marked downloaded on reports
• Invoiced Total Sent: Shows the invoiced total for all invoices that have been marked sent
• Invoiced Total Paid: Shows the invoiced total for all invoices that are marked paid

Project/Proposal Report - Monthly & Yearly Invoiced Data

• Previous Mnths: Shows the designated value by month for number of previous months (up to 36)
• Future Mnths: Shows the designated value by month for number of future months (up to 36)
• Previous Yrs: Shows the designated value b year for number of previous years (up to 5)
• Previous Yrs: Shows the designated value by year for number of future years (up to 5)