Recent Posts by fmedlin - Cashboard Forum

Jun 23, 2008

fmedlin 4 post(s)

Topic: Troubleshooting & Bug Reports / Invoice hasn't been sent

oops, this is better

Jun 23, 2008

fmedlin 4 post(s)

Topic: Troubleshooting & Bug Reports / Invoice hasn't been sent

but it was…

http://img.skitch.com/20080623-qyr6ke8u2jaqh2egp6jspphdii.jpg

Jun 23, 2008

fmedlin 4 post(s)

Topic: Troubleshooting & Bug Reports / Invoice item(project)

I want to invoice my client for many tasks for different projects. I’m pretty sure in the past, line items showed up on the invoice with a project name. The last invoice I’ve done shows task name only, without project context.

I’ve looked over the html_invoice template, but I don’t see a way in line_items to get the project name that I want.

Doable?

Jun 22, 2008

fmedlin 4 post(s)

Topic: Random / How do you use estimates?

I use estimates occasionally to track PO limits for certain tasks. Like @tafgraphics, I sometimes have to do a good bit of clicking to see if I’m getting close, especially for longer duration projects.

Currently, I’m creating a task for each PO line item. I set the task estimate to the not-to-exceed value. When I want to know how I’m doing, I’ll search-all for the task and observe the total hours, comparing that to the estimate.

I have yet to provide an estimate through cashboard to a client and convert it to a PO later. Probably, just my workflow though.

Jun 23, 2008 fmedlin 4 post(s)	Topic: Troubleshooting & Bug Reports / Invoice hasn't been sent oops, this is better

Jun 23, 2008 fmedlin 4 post(s)	Topic: Troubleshooting & Bug Reports / Invoice hasn't been sent but it was… http://img.skitch.com/20080623-qyr6ke8u2jaqh2egp6jspphdii.jpg

Jun 23, 2008 fmedlin 4 post(s)	Topic: Troubleshooting & Bug Reports / Invoice item(project) I want to invoice my client for many tasks for different projects. I’m pretty sure in the past, line items showed up on the invoice with a project name. The last invoice I’ve done shows task name only, without project context. I’ve looked over the html_invoice template, but I don’t see a way in line_items to get the project name that I want. Doable?

Jun 22, 2008 fmedlin 4 post(s)	Topic: Random / How do you use estimates? I use estimates occasionally to track PO limits for certain tasks. Like @tafgraphics, I sometimes have to do a good bit of clicking to see if I’m getting close, especially for longer duration projects. Currently, I’m creating a task for each PO line item. I set the task estimate to the not-to-exceed value. When I want to know how I’m doing, I’ll search-all for the task and observe the total hours, comparing that to the estimate. I have yet to provide an estimate through cashboard to a client and convert it to a PO later. Probably, just my workflow though.