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bgandy

Using Categories on invoices (template question)

Posted By

Is it possible to get the name of the "category" to appear on an invoice?  I know that it is possible to sort by category on the invoice, however, how do we show a heading/category name?

For example, "Case Management" as a category header, then time listed underneath:

Case Management

04/10/2017     Reviewed production.

04/12/2017     Client Communication

etc......

I have tried using tasks, but it lists the task on EACH entry.  It is much neater to have a heading and then the list.  Is this possible?

Thanks,

Becky Gandy

Pathway Forensics

  • 0
    One way to accomplish this would be to use references on the slips and then total by reference. Another option would be to sort and subtotal by task and that should show what you want. You can also assign tasks to categories and when you generate the invoice sort and subtotal by category. Give those a try and let us know if one of them work.
  • 0 in reply to Caren2
    We use references and tasks (because of LEDES billing codes), however in trying to get those neat and tidy on an invoice I have run into difficulties.

    So you are saying we can use "references" on the invoices as a single header for a group of slips (*like my example above). If that is so, then we have no need for "categories" too.

    On a different issue, spacing & tabs are a booger for sure! I have a test template I am working on so I will try that.

    Thanks - Becky
  • 0 in reply to bgandy
    Yes, you can setup to sort and subtotal by references. Not sure what version you are on and hard to help with spacing and tabs without actually seeing the layout.
  • 0 in reply to bgandy
    If you already use the reference for the L Code because of LEDES billing, my question would be, is that L Code also what you want to sort on? Or do you want to sort on some other topic?

*Community Hub is the new name for Sage City