The Project Uninvoiced Items widget shows what you can still bill on a project: the billable time, expenses and fixed amounts that aren't on an invoice yet. Check it before you invoice, so nothing billable slips through.
Add the widget
Open the project and choose its Summary view.
Click Add Widget.
In the Add a Widget library, click Add to Dashboard under Project Uninvoiced Items.
Move, resize, rename and remove it as you would on your account dashboard. The layout is yours alone, and each Summary view keeps its own set of widgets.
What it shows
The top row shows the Total Uninvoiced and its three parts:
- Timesheets: billable time that isn't invoiced, at the billable rate saved on each entry.
- Expenses: billable expenses that aren't invoiced, excluding tax.
- Fixed Amounts: task fixed amounts that aren't invoiced, whether or not the task is complete.
Amounts are in the customer's currency. The totals include every approval status, drafts and rejected entries too. Three tabs give the detail:
- Timesheets splits each row into Draft, Pending, Rejected and Approved, with a Total.
- Expenses has the same columns plus Verified.
- Fixed Amounts lists each task that has a fixed amount, with Assigned To, Due Date, Uninvoiced Amount and Invoiced Amount.
Only the Approved column, which includes automatically approved entries, can go on an invoice. Items in the other columns need approving first. See why time and expenses can't be added to an invoice.
Settings
Click the cog on the widget and choose Widget Settings:
- Title: rename the widget.
- Group Timesheets by: list time by Team Member (the default) or Timesheet Category.
- Group Expenses by: list expenses by Team Member (the default) or Expense Category.
Who can see it
Administrators, Finance Managers, Portfolio Managers and Project Managers can add the widget. Administrators and Finance Managers see the figures on every project, and Portfolio Managers on the projects they're members of.
A Project Manager must be a member of the project, with Can manage Project Member Cost & Billable Rates and Can manage Fixed Amounts on project ticked for them. You'll find both in Project Settings, on the Members tab under Project Roles. Without both, the widget shows a message that they don't have enough privileges instead of the figures.
Project Collaborators and Timesheet/Expense Users can't add it: the library shows it locked.
Invoice what's ready
- Invoice time, expenses and fixed amounts with Add Time, Add Expense and Add Fixed Amount, or follow adding uninvoiced time to an invoice.
- The Uninvoiced Items report shows the same split for every customer, with the entries behind each amount.
- The Uninvoiced Items widget on your account dashboard lists every customer, with a Create Invoice link for each.