Hello:

My clients want details. With my current setup I furnish timesheets with details concerning each task for every consultant. Cashboard appears to provide the notes feature so that I can capture this info, but as I’ve been playing around I can only seem to get the task notes to show up on an invoice, and not on an actual timesheet (PDF).

Not sure I understand your question.

The only PDF option we have for Timesheets is the Weekly view, so I’m guessing you’re using this.

That view doesn’t provide you access to notes. However when you invoice there’s an option on the Details tab that allows you to show time entries. This will include the time entry, and note for each in your invoice. You can PDF that and send it to your clients.

I use this feature too much actually! Since all of my clients have requested timer details on their invoices, it’s a major PITA to have to do this for every invoice prior to sending. It would be nice if we could have a client preference to receive invoices with timer detail that the invoice would just inherit.

David – there’s actually a conditional in the Invoice Template that tests to see if that checkbox is set on a per invoice basis.

You could remove it if you want it to show for all of your invoices… :)

Sweet. You are so my favorite person right now.