Hi,
@superlack Thank you for your detailed feedback. It has been very helpful.
Below are my thoughts on the discussion:
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With new time sheets in V7, the suggested business process is that employee has access to “Create” time-sheets and submission is done by his supervisor/manager. This acts as the control/check point for checking for mistakes like time entered against wrong activity type, project etc made by an employee. Once submitted by the manager ,they serve as an input for invoicing.
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Employees can still keep track of time spend by entering time daily in create mode. They can submit weekly if needed or earlier if needed.
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Manager can run a weekly report(custom or possibly delivered) which shows the data of time detail of projects(can be filtered) and can take appropriate action during submission of time-sheet.
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Hiding bill rate, billable fields etc can be achieved through field level permissions.
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The current invoice format can show data from time-sheet details.Notes can be added to invoice if appropriate.
6)We are thinking of showing time sheet billing amount on sales invoice based on project, for that user has to select the project and based on that time sheet along with billing amount(project wise) will be fetched on sales invoice.
- Since calendars only serve start time and end time data, new time-sheet functionality does not have that functionality as users are expected to enter time along with project/activity type etc in the time-sheets.
Hope that some of the points above address your concerns.
@rohit_w hope that this summarizes our discussion, if you have anything to add ,please do