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Task coach export to invoice
Task coach export to invoice





(only displayed if Multi-currency is enabled) No: Items that lack a contract will be returned.Yes: Items with an associated contract will be returned.Filter by:įilters on whether each billing item has an associated contract. This filter is more granular than the Billing Item Type filter. All fixed price and recurring service time entries will show as Covered by Contract. Time entries that fall under a prepaid contract will appear on the invoice with Prepaid (for block and retainer purchases) or Covered by Per Ticket (per ticket purchases). Including non-billable and zero revenue items lets you show the work you did for the customer. Only include non-billable items and items with zero revenue: Search results will include labor that falls under a block hour, retainer, per ticket, recurring, or fixed price contract, and any other billable labor, charge, or expense where the approved and posted amount is 0.00.Only include billable items with a non-zero revenue: Search results will exclude non-billable items and items whose revenue value is 0.00.: Search results will include all items that match the other filters.This filter determines whether billing items that are set as non-billable OR whose revenue value is 0.00 will be included in the search results.Ĭlick the drop-down menu and select one of the options: It will search for phone numbers that start with the value entered in the filter box. The Contact Search page also allows you to do a Phone (Starts With) search. It will do a contains search for just the numbers entered in the filter box. The Company Search and Contact Search pages have a Phone (numbers only) option that will ignore special characters in the filter and the results.

task coach export to invoice

The Phone filter will look for a contains match that includes any characters (such as - or () ) entered in the filter box.

task coach export to invoice

NOTE There are several options for phone number filters. The Active filter defaults to Active on the Company Search, Contact Search, My Companies, and My Contacts pages, as well as on the global Search by Company, Contact (First Name), Contact (Last Name), and Contact (Email). To search for specific records, apply one or more search filters.At most, 5,000 data record will be retrieved at any one time. Use page navigation to view additional results. Search results containing more than 25, 50, or 100 records (depending on your Records per page setting) are paginated. To display a list of all records of a given entity in your database, click Search without applying any filters.







Task coach export to invoice