Additional charges are easy to forget, especially when producing and distributing big volumes of invoices. Having this issue previously bought to our attention and having experienced it as a sore spot ourselves, we have worked out a solution. We are therefore happy to introduce timesheet auto amendment.
Instead of having to manually add charges like VAT or knock a percentage off the full price due to a discount, you can now program Timesheet Portal to do it for you automatically. Once you turn the feature on, the auto amendment will be applied to the client of your choice everytime the invoice is generated. Interested in giving it a shot? Read the setup instructions below.
Never Forget Additional Charges Again
Client auto amendments are adjustments, either negative or positive, which get created when a timesheet is produced. The main use of the auto amendments feature is for adding a charge to a client invoice. To increase transparency, users will have access to amendment records in 'Time & Cost' reports. Any auto-amendments are attached to the timesheets when an invoice is generated.
To enable automatic timesheet amendments, head to Settings > Clients & Placements > Client and tick the ‘Enable automatic timesheet amendment' checkbox. Once you have enabled and saved those changes, head to System Management, click on a client you wish to apply the auto amendment to and edit their record. Scroll down to ‘Timesheet auto amendment’ section and enter a description, quantity, and quantity type (total amount or percentage).
Be Part of Future Developments
At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.
