• avb3
  • Senior Member
  • Offline
  • From: Canada
  • Registered: 07/10/2009
  • Posts: 53

Topic: Work in Progress on time and billing

I am trying to find a way to adapt FA for tracking time as a WIP item.

What I have come up with is entering my time in a Sales Order, and invoicing that out periodically.

However, I find that at the same time I am trying to track discounts of time I give due to various reasons (extraneous conversations, research that should not be charged to the client etc).

I have set up a time_discount item in inventory, however, it does not allow me to enter a negative number. Right now it adds to the cost in the sales order... it does not subtract it.

I suspect if I invoice it out, that I then would have to manually re-enter the discount.

Is there a way around this? Can a discount only be tracked once an invoice is issued?

Is there a better way to track time within FA?

Thanks!

  • Registered: 12/25/2007
  • Posts: 2,448

Re: Work in Progress on time and billing

I think the best natural way is to use another specialized application to track project time, and invoice it periodically. Or even integrate it with FA if you have skills and time for this.
Janusz