Hi, Erik,
This sounds like a great enhancement, and something that would be a huge
help in my business -- this could facilitate automatic billing of
variable amounts.
We already track our billable time in an external system. We have an
approval process where an account manager can adjust the billed time,
approving it for the customer reports and for billing. This would allow
us to completely automate the billing -- once an approval has been set,
we could automatically generate the invoice and send it.
I was thinking of basically putting a button on our billing screen to
"generate invoice". What we would need back from LSMB is the invoice #,
to attach to each entry. But I was thinking, at least until this is
fully tested, how do we verify that the invoice was generated correctly?
Was thinking of the draft invoice functionality in 1.4 for doing this --
then we could hit a button, "generate all invoices ready for billing"
and then have somebody review the drafts before adding to an email batch.
Not sure I have any specific suggestions here, other than I really like
your idea...
Cheers,
John Locke
http://www.freelock.com
On 02/03/2014 02:27 PM, Erik Huelsmann wrote:
Hi all,
Quite possibly I'll be building an enhancement to LedgerSMB which
should support the following use-case.
The user invoices his customers on a regular interval. The invoices
are partly based on volume data recorded in a production system. To
improve the quality of the invoices as well as the efficiency of this
process, the user wants to import the volume data from the other
system into LedgerSMB, adding the data to one of the next invoices to
be created for each customer.
My idea is to draw up an XML (or other structured) format which can be
imported into a new table in the database. This table would hold all
information "ever imported", with links to the invoices on which the
information has been included.
Then, the invoice screen would be enhanced with a button to import the
data relevant to the customer(account) for which the invoice is being
created. And a new search screen would be created to find which data
is attached to which invoice and which data hasn't been attached to an
invoice yet.
Now, while I can create this enhancement, I'm interested in finding
out what requirements others would have that I may be able to satisfy
if I know of them in advance.
Have you wanted to import data into LedgerSMB to create invoices from?
If so, what solutions have you applied so far? Could the description
for the enhancement above be a (partial) solution to your problem at
hand? In the description above, what might be missing to address your
process (better)?
And last, but also very important: do you think I should have sent
this mail to the users mailing list?
--
Bye,
Erik.
http://efficito.com <http://efficito.com/> -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.
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