Time Sheet Templates

Jun 23, 2008 6:55pm

dewde 10 post(s)

I would like to request the ability to create templates for time sheets in the same manner we can create them for invoices, etc.

peace|dewde
http://infinityenterprise.com

Jun 23, 2008 6:56pm

Seth - Subimage LLC Administrator 445 post(s)

That makes no sense to me…why would you want to do this? What would it do?

Jun 26, 2008 6:44pm

dewde 10 post(s)

LOL dude. Every time I request a feature, it baffles you. I don’t mean to be confusing!

I submit an invoice to my clients every two weeks. I am required to submit time sheets for each employee, so my client can see what each employee worked on for each day of the week.

In order to generate these time sheets I run a search in Cashboard and save the CSV file. Then I style the CSV data and do some basic math (totaling) within Excel or Numbers (Mac) so that the time sheet looks more professional and has my corporate info, logo, etc. and save it as a PDF.

A time sheet template within Cashboard would be used to style exports of time data in a handy PDF format.

peace|dewde
http://infinityenterprise.com

Jun 26, 2008 8:03pm

Seth - Subimage LLC Administrator 445 post(s)

Gotcha…makes sense now. I was unaware Cashboard was even used in this manner. Good to know ;)

Won’t promise anything, as there’s tons of higher priority stuff I’m working on but I will add it to the list of things to consider.

You are aware that there is a weekly PDF export for timesheets right?

If you look at the weekly timesheet view, then change the person you’re looking at time for you can use the “print preview” button, then download a PDF that looks just like the weekly view. That might help you out a little.

Another option would be to include the time entries and person’s name on your invoices. Don’t quote me on this (as I’m not in front of the code at the moment), but I do believe you can access the person’s information for time entries inside of the invoice liquid template.

Jun 26, 2008 8:45pm

dewde 10 post(s)

Won’t promise anything, as there’s tons of higher priority stuff I’m working on but I will add it to the list of things to consider.

No worries. I understand feature prioritization. Just throwing it out here in hopes other people need it, will see it, and will speak up about it.

You are aware that there is a weekly PDF export for timesheets right?

Yep! Saw that. Tried using it. Unfortunately our weeks start monday and end sunday. So Cashboard weekly PDFs are not useful for us. Also, our client cares about the Notes more than the Task Names.

Another option would be to include the time entries and person’s name on your invoices. Don’t quote me on this (as I’m not in front of the code at the moment), but I do believe you can access the person’s information for time entries inside of the invoice liquid template.

Oooooohh.. I may look deeper into this if I have time. Sounds promising. Thanks for the feedback!

peace|dewde
http://dewde.com

Jun 23, 2008 6:55pm dewde 10 post(s)	I would like to request the ability to create templates for time sheets in the same manner we can create them for invoices, etc. peace\|dewde http://infinityenterprise.com

Jun 23, 2008 6:56pm Seth - Subimage LLC Administrator 445 post(s)	That makes no sense to me…why would you want to do this? What would it do?

Jun 26, 2008 6:44pm dewde 10 post(s)	LOL dude. Every time I request a feature, it baffles you. I don’t mean to be confusing! I submit an invoice to my clients every two weeks. I am required to submit time sheets for each employee, so my client can see what each employee worked on for each day of the week. In order to generate these time sheets I run a search in Cashboard and save the CSV file. Then I style the CSV data and do some basic math (totaling) within Excel or Numbers (Mac) so that the time sheet looks more professional and has my corporate info, logo, etc. and save it as a PDF. A time sheet template within Cashboard would be used to style exports of time data in a handy PDF format. peace\|dewde http://infinityenterprise.com

Jun 26, 2008 8:03pm Seth - Subimage LLC Administrator 445 post(s)	Gotcha…makes sense now. I was unaware Cashboard was even used in this manner. Good to know ;) Won’t promise anything, as there’s tons of higher priority stuff I’m working on but I will add it to the list of things to consider. You are aware that there is a weekly PDF export for timesheets right? If you look at the weekly timesheet view, then change the person you’re looking at time for you can use the “print preview” button, then download a PDF that looks just like the weekly view. That might help you out a little. Another option would be to include the time entries and person’s name on your invoices. Don’t quote me on this (as I’m not in front of the code at the moment), but I do believe you can access the person’s information for time entries inside of the invoice liquid template.

Jun 26, 2008 8:45pm dewde 10 post(s)	Won’t promise anything, as there’s tons of higher priority stuff I’m working on but I will add it to the list of things to consider. No worries. I understand feature prioritization. Just throwing it out here in hopes other people need it, will see it, and will speak up about it. You are aware that there is a weekly PDF export for timesheets right? Yep! Saw that. Tried using it. Unfortunately our weeks start monday and end sunday. So Cashboard weekly PDFs are not useful for us. Also, our client cares about the Notes more than the Task Names. Another option would be to include the time entries and person’s name on your invoices. Don’t quote me on this (as I’m not in front of the code at the moment), but I do believe you can access the person’s information for time entries inside of the invoice liquid template. Oooooohh.. I may look deeper into this if I have time. Sounds promising. Thanks for the feedback! peace\|dewde http://dewde.com

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