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Invoice description settings
You can now automatically populate information in the descriptions of a line item on an invoice to easily create more detailed invoices for clients. This includes:
- The team member who tracked the time
- The time tracking notes
- The Project name
- The task name
New filters on unbilled
Now in the unbilled report which is used to invoice billable time you can filter the report by multiple service items and client groups. |
Rounding up time
Now you can automatically round up time when you invoice it. You can round up to the nearest 5, 10, 15, 20, 25, and 30 minutes.
For example, if you select to round time up to the nearest 30 minutes. If you tracked 1 hour and 34 minutes when you invoice it it would invoice it as 2 hours.
You can set up time rounding at the bottom of the billing settings page.
Invoice templates
Due to popular demand now you can save time creating invoices with invoice templates!
Utilization Report
The Utilization report allows you to compare how much time your team is spending on billable vs non-billable work and evaluate individual team member performance.
