With MoneyPenny your Timesheets, Expenses, Mileage could be assigned to a specific client or project.
– Timesheets. You can log hours to projects and if a project belongs to a client, then that timesheets will automatically be linked to that client.
– Expenses. Use the ‘Edit Expense’ page to assign each expense to a client and a project.
– Mileages. Simply assign them to Clients/Projects in the same way as you do with the Expenses.
Note: only ‘business’ mileages can be added to the invoice, so choose this option from the ‘Purpose’ dropdown list.
So from now on, whenever the Timesheets, Expenses, Mileages are assigned to a client, you can simply add them to an invoice.
On the ‘Create Invoice’ page pick the client:
And if this client has assigned timesheets/expenses/mileages, you will see the related links below the invoice table:
Click on one of the links (with expenses or mileages) -> choose the needed entries and click ‘Attach’:
If you click the link with timesheets, you will be redirected to the Project Invoice wizard where you can select the ones you’re looking for (more here).
Attach timesheets/expenses/mileages assigned to a specific project
If you want to attach timesheets/expenses/mileages which are assigned to a specific project, you can just pick this project from ‘More options’ tab available on the invoice, as shown below:
In this case, you will only see the links with the timesheets/expenses/mileages related to this specific project.
Click on it and choose the entries you need.