Employees name on the invoice when using time/costs.

Legacy KB ID: 601

Question

How can I enter the time spent on a job for an employee using time/costs and have the employee's name show on the invoice?

Answer

You can create a custom field through the item list called Employee.

To achieve this you need to:

1) Go into the customer list. Go to the additional info tab and select define fields. Create a new field called Employee and tick the customer: job box.

2) Go to the Lists, and Templates menu. Select to edit the template you wish to assign this field on. In the fields tab, you will now see employee, place a tick in the screen box.

3) You may wish to place the field in the layout designer, you can place the field wherever you like. The details will not come through automatically as you are just adding a text field so every time you raise an invoice you will need to type in the employee manually. You can also do a search for this field in any report by choosing the filter and entering a name.