I’m trying to figure out if I can create workable invoices in Toggl instead of duplicating everything in Quickbooks. I track all my work by client > tag and write the detail in the description field. When I invoice my client, they need to be able to see the tag (which billing center they rebill my work to) and the description (what I did), plus the duration and amount.
I’ve played with a lot of ways to try to add a “description” column to a summary report. If I have Tag and Description selected, it looks like this:
If I click the +, my options to add are lots of things, but not descriptions. It says to “remove groups to hide it.” I don’t know what “remove groups” means, but I don’t want to hide it – I want it to be a column.
I’ve tried all the other “group” options but can’t find one that allows me to add a column for Description.
I thought perhaps I could simply add it on the invoice, but that does not appear to be a customizable field.
I hope I am missing something … am I? Surely many of us need to show detail on our invoice.