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<< Click to Display Table of Contents >> Navigation: Time and invoicing > Time > Time totals |
The screen <Time totals> shows a listing of hours, fees and disbursements per debtor.
The screen is opened through the Time module.
This screen is only available when the user has the right <View time registration per debtor>.
This screen and the screen <Time per debtor> can be used to check and where necessary correct the time before approving time for invoicing.
At the upper part of the screen a list of debtors is shown according to the selection Account manager - Status debtor.
At the lower part of the screen details are shown of the debtor selected in the upper part.
With the print button 'Time totals' in the toolbar the list of time lines can be printed compressed or detailed.
There are 3 selections possible:
–Account manager
–Status debtor
–Date time and disbursements
The selection on account manager and status determine which debtors will be shown on the screen.
The selection on date determine which time and disbursements are counted.
Selection on accountmanager
When the option 'All' is checked no selection is mode on accountmanger.
When the option 'All' is not checked only debtors are shown for where the accountmanager is involved in the specified function.
–When the specified function is equal to the function Accountmanager at the settings all debtors will be shown where the accountmanager is Salesman(AM) at Debtor tabpage General.
–For other functions the relation management file F116 is taken to determine the debtors. Only debtors where the accountmanager has a record in F116 with the specified function in field 6 and where the end date in field 9 is empty will be shown.
Type
The column Type shows a T when time has to be invoiced. This can be set per debtor by checking the option <Invoice time / data change>. When the option is not checked Type will be F.
Total fee
The column 'Total fee' regards all services and fees in the relation management file F117 where field 21 (F117.VOLGENDE_JAAR) equals the current bookyear or an upcoming bookyear.
Services and fees can also be entered at tabpage Debtors> Periodical invoices.
Inv fee
The column 'Inv fee' shows the total amount invoiced on services and fees in the current bookyear including manual invoices created as a copy or credit of a service and fee invoice.
Time F / Amount
Concerning Time which have been invoiced and with a date in the time period entered at 'Date time and disbursements'.
Time J / Amount
Concerning Time with time status J (to be invoiced) and a date in the time period entered at Date time and disbursements'.
Time N / Amount
Concerning Time with time status N (not to be invoiced) and a date in the time period entered at Date time and disbursements'.
Time L
Concerning Time with time status L (invoice later) and a date in the time period entered at Date time and disbursements'.
Disb F / Disb J
Concerning Disbursements with time status N (not to be invoiced) or time status J (to be invoiced) and a date in the time period entered at Date time and disbursements'.
At the lower part more details are given. The user can choose between details per Article , per Case or per Activity.
By double click on a detail line the screen <Time per debtor> will be opened.
On this screen the filter Article / Case / Activity will automatically set on the same selection as on the detail line of the 'Time totals' screen.