The ability to pull time tickets, expense tickets, and reimbursable expenses into your billing is nothing new for Peachtree.\u00a0 But until now, you had to enter one invoice at a time.\u00a0 Now you can select billable time and expenses in a batch to be converted to invoices all at once.<\/p>\n
Assuming you have already entered your time\/expense tickets or reimbursable expenses, go to the Tasks<\/em> menu and choose Invoice Time and Expenses<\/em>.\u00a0 The Filter Selection window will open.\u00a0 Here you can choose a cutoff date (items dated on or before will be included), and filter by customer or job.\u00a0 These filters work just like they do in reports.\u00a0 Next, select any combination of Time Tickets, Expense Tickets<\/em>, and Reimbursable Expenses<\/em>.\u00a0 For tickets, you can also choose between using the description of the item being billed, or the “Invoice Description” entered on the ticket.<\/p>\n When you click OK<\/em>, the Create Invoices for Time and Expenses<\/em> window will open.\u00a0 You will be given a list of customers, each with a total of the tickets to be invoiced (not including tax).\u00a0 You can check All<\/em> or None<\/em>, or select\/unselect customers individually.\u00a0 It is important to note that you cannot include or exclude individual tickets here.\u00a0 So any tickets that are within your date range that are not ready to be invoiced need to be placed on hold before starting this process.\u00a0 Since there is no way to put reimbursable expenses on hold, you cannot use this process if you need to exclude individual reimbursable expenses.<\/p>\n Once you have made your selections, set the invoice date at the top of window and then click the Create<\/em> button.\u00a0 You will be given the chance to print the invoices, or click close if you want to review or edit them first.\u00a0 If you choose Close<\/em>, you can view and edit the invoices in the Sales\/Invoicing<\/em> window the same as with any other invoice. <\/span>
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