Hi all,
I’ve created a custom report with the breakdown that I want. When I click the 3 dots and click create invoice, it doesn’t create the invoice properly - it line items each date, instead of each week. I’ve tried a few different ways; as a pivot table, etc. Screenshots attached.
Is there any way to fix this?
Thanks!
Thanks for reaching out about this invoice creation issue. I understand how frustrating it is when the invoice doesn’t group your data the way you want it.
Unfortunately, the knowledge base articles available don’t provide specific details about how invoice line items are generated from custom reports or options to control the grouping by week versus by date. This appears to be a limitation with how the invoice feature currently handles data from custom reports.
As a workaround, you might try adjusting your custom report settings before creating the invoice to see if different configurations affect how the line items are organized. However, what you’re describing sounds like it may require a product enhancement to give users more control over invoice line item grouping.
This is definitely useful feedback about needing better control over how invoices are generated from reports, and I’ll make sure the product team is aware of this request.
No different configurations made a difference.
However, what you’re describing sounds like it may require a product
enhancement to give users more control over invoice line item grouping.
The feature says to make an invoice from the table. I expected to see that exact table mirrored there.
Sorry to be frank, but this is really basic functionality - if you are expecting me to manage multiple workers/contracts through this application and recording their time, yet basic invoicing and advertised features don’t work, that’s a complete dealbreaker and I’m looking for another product. Instead of saving me time, it’s making a lot more work for me, to export to CSV, write code to extract and group. Imagine doing this for more than one person? Bi-weekly?
Did no one test this before shipping? Or notice that it wasn’t working correctly?
I’ve seen other reports on this forum about this too.
When will this be fixed? I found this product from reddit, but it looks like I need to post to warn future prospects that basic functions are completely broken.
