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Report on Invoices by Project
[I might have already mentioned/requested this, but I can’t find where, so…]
I would like the ability to search for Invoices by Project (in addition to by Client, which is currently possible).
I find that I often need to find all the invoices for a given project, to see how much has been billed against the project to date. Searching by Client is not enough, since we usually have multiple projects per customer.
Also, a text-based search, similar to the “Manager >> Projects” page would be really helpful.
Interesting thought. It could get murky fairly quickly, though, because invoices and projects aren’t tied to each other. That is, there could be several projects incorporated into one invoice. Something to definitely think about, though. Thanks for the feedback!
Hey Christopher, From a high level (not knowing the implementation details of how Harvest stores it’s date, where things can certainly get murky) I don’t really see it being complicated. It’s just an indirect relationship (Project has Time Entries belonging to Projects), which should be relatively easy to query against. Even if it takes a few queries and some code/scripting magic to distill, it would totally be worth it (IMO). The only time this query would be executed is in the “Invoice >> Report” window, so it’s OK if it’s a computationally expensive operation. That said, I’d also LOVE to have a list of invoices (or a hyperlink to a report with a list of invoices) for a project visible in the “Edit Project” and “Report >> Project Status >> Full Project Report” pages.
Heh, well, either way, I’ve got this recorded in our notes. I’ll leave the nitty gritty details to our developers. :D Thanks for the feedback, Jim!
