OpenSync

Home Forums OpenSync Updating timetracking entries to no longer billable

This topic contains 14 replies, has 2 voices, and was last updated by  Yudel Rosales 2 weeks, 5 days ago.

Viewing 15 posts - 1 through 15 (of 15 total)
  • Author
    Posts
  • #66932

    Walter
    Premium Member

    Hi,

    We are using OpenSync to transfer timesheets from our website and we created the ability to create invoices using the time entries in the timetracking table. Creating invoices from our website instead of QuickBooks give us better control over the content within the Invoice, better control for pricing for items (i.e. We can charge multiple costs for the same item), etc. This is great without manually doing this in QuickBooks. We have a Bulk Create Invoice process where we can create 100s of invoices in a matter is seconds. The timesheets are sending fine. The invoices are sending fine.

    The only problem that we have is that from within QuickBooks we are unable to tell the Invoicing module that the time entries has already been invoiced. It appears that OpenSync will only ADD time entries and send to QuickBooks. You can not UPDATE the time entries that has already been invoiced and that those time entries are no longer billable.

    Our process is that a consultant submit his timesheet, that timesheet is approved and transferred to QuickBooks. After a given period, the invoice is created and sent to QuickBooks. Even after creating the Invoice, QuickBooks still thinks that time entry is billable. However, if you create the Invoice from within QuickBooks, it transfers back to the website that the time has been billed.

    Why can’t we do this from the website?

    Any answers?

    #67030

    Yudel Rosales
    Keymaster

    Can you be more specific on which field in which of the table do you want to update?

    #67031

    Walter
    Premium Member

    UPDATE timetracking Set Status=’UPDATE’ and BillableStatus=’HasBeenBilled’

    This is for timetracking data that has been invoiced. The invoice was created on our website and transferred to QuickBooks.

    This works fine except that in QuickBooks, the timetracking data or timesheets are not marked as billed.

    Attachments:
    You must be logged in to view attached files.
    #67041

    Yudel Rosales
    Keymaster

    This is what QuickBooks documentation says: This request adds a time tracking transaction to QuickBooks, mirroring the time-tracking feature available in the QuickBooks UI. The time tracking feature allows a QuickBooks user to base payroll or invoices on time worked. You can add time-tracking information to any vendor, employee, or person on the Other Names list in QuickBooks. If IsBillable is set to true, both CustomerRef and ItemServiceRef are required. There is no link between an invoice and the time entries. However, when you do the invoicing from QuickBooks, QuickBooks does mark the time entries as “billed.” If you don’t record the time entries as billed properly, then you get into a user workflow issue where every time the user creates an invoice for a customer, QB pops up a dialog asking if they want to bill the unbilled time (which you already billed from your app). That’s why beginning with QB2007 and qbXML spec 6.0 we added support for the “BillableStatus” field *and* add TimeTrackingMod so that you can mark the time as billed when you create an invoice for it.
    Link: https://developer.intuit.com/app/developer/qbdesktop/docs/api-reference/timetrackingadd

    Question: Have you tried to mod the “BillableStatus” field after you created the invoice or add the timetracking?

    #67043

    Walter
    Premium Member

    The statement just posted is the whole point of the conversation. The Current OpenSync version we have will not allow you to UPDATE or DELETE a timetracking record. It will only ADD. If we had UPDATE, then we can update the BillableStatus=’Billed’. If we had DELETE, then we can DELETE the previous row and ADD the row back as BillableStatus=’Billed’.

    We have OpenSync Version 3.0.28. Attached is a pic.

    We need to have this feature added to the OpenSync software.

    Attachments:
    You must be logged in to view attached files.
    #67045

    Yudel Rosales
    Keymaster

    Yes, you are correct. OpenSync doesn’t support it. It will be added to the next version. The dolls need to be completely updated.
    Sorry for the inconvenience.

    #67046

    Walter
    Premium Member

    When will the OpenSync be updated to include UPDATE for timetracking. By having this feature, it will resolve a major problem. It will make things PERFECT for us.

    We will pay extra for development to get this feature immediately.

    #67058

    Walter
    Premium Member

    Yudel,

    Do you have an ETA for OpenSync to include UPDATE / DELETE for timetracking table? We really need this feature ASAP.

    #67086

    Yudel Rosales
    Keymaster

    Unfortunately, we don’t have an eta for that but as soon as we do. It will be posted

    #67088

    Walter
    Premium Member

    My request is that we need this now and willing to pay for the development. Please provide a price and ETA.

    #67095

    Yudel Rosales
    Keymaster

    I will look into that code and I will let you know ho much time do we need in order to get it done. Sorry for the wait.

    #67102

    Walter
    Premium Member

    Where is Tom Crawford? He use to make changes in less than a week. How long will this take? We need this fix ASAP.

    #67109

    Yudel Rosales
    Keymaster

    Sadly, he passed away 2 years ago.

    #67112

    Walter
    Premium Member

    Extremely sorry to hear that.

    #67121

    Yudel Rosales
    Keymaster

    Thanks. That is why updating the code takes longer than usually.

Viewing 15 posts - 1 through 15 (of 15 total)

You must be logged in to reply to this topic.