Display Timekeeper Name On An Invoice

June 25, 2013

This post discusses a new option that allows you to display timekeeper names on invoices.

As it currently stands there are a couple of different ways to display timekeeper names on invoices.

One is to simply set up timekeepers as projects and then change the heading of the project column on the invoice to "TIMEKEEPER".

Another option is to use LEDES Timekeepers ( these are primarily used for LEDES invoicing but can certainly be used to simply tag time records with the timekeeper) to designate the timekeeper for a time record. You can then select the option in User Preferences to display the timekeeper name value in the Project column (in place of the project name) on an invoice. In this scenario, however, the project for the time record is no longer displayed on the invoice.

Now there is new option. You can have the timekeeper name be prepended to the time record description on an invoice. For example, if the timekeeper name value is "JWT", it will be combined with the time record description as shown below:

(JWT) Letter to William Smith regarding deposition.

The project can still be displayed in the project column for the time record.

In order to turn this feature on you need to go into Timekeeper Maintenance and for each Timekeeper record you want to be prepended, you need to set the "Prepend Timekeeper Name?" setting to Yes. By setting this flag on a Timekeeper by Timekeeper basis it provides greater flexibility.

So this is just one more bit of invoice flexibility in Time59. It allows users to dial in exactly how they want their invoices to appear and then just run with it.

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Timekeeper Name On Invoice Question and Answers

  • How can I display timekeeper names on invoices in Time59?

    There are a few methods to display timekeeper names on invoices: 1)Set up timekeepers as projects and change the project column heading to "TIMEKEEPER". 2)Use LEDES Timekeepers to tag time records with the timekeeper, then select the option in User Preferences to display the timekeeper name in the project column (replacing the project name). 3) Use the new option to prepend the timekeeper name to the time record description on the invoice.

  • What is the benefit of using the new option to prepend the timekeeper name to the time record description?

    This option allows the timekeeper name to be combined with the time record description without losing the project information in the project column. It provides flexibility in how information is displayed on the invoice.

  • How do I activate the option to prepend the timekeeper name to the time record description on an invoice?

    To activate this feature, go to Timekeeper Maintenance and set the "Prepend Timekeeper Name?" setting to Yes for each relevant Timekeeper record.

  • Can I still display the project name if I prepend the timekeeper name to the time record description?

    Yes, you can still display the project name in the project column while using the new option to prepend the timekeeper name to the time record description.

  • What flexibility does the new option provide?

    The new option allows users to customize how their invoices appear by enabling the setting on a timekeeper-by-timekeeper basis. This means you can choose which timekeeper names to prepend to the time record descriptions, offering tailored flexibility for invoice presentation.

  • Where can I find the setting to change the project column heading to "TIMEKEEPER"?

    Look for the Project Column Heading setting on the User Preferences form.

  • What are LEDES Timekeepers, and how are they used in Time59?

    LEDES Timekeepers are primarily used for LEDES invoicing but can also be used to tag time records with the timekeeper in Time59. You can then select the option in User Preferences to display the timekeeper name in the project column.

  • What happens to the project information when I use LEDES Timekeepers to display the timekeeper name in the project column?

    When using LEDES Timekeepers to display the timekeeper name in the project column, the project information for the time record will no longer be displayed on the invoice.