Removing Fields (name relating to tasks) and Removing 'Flat rate' column

CPA Planning Design's Avatar

CPA Planning Design

09 Nov, 2013 10:42 PM

Hi all,

Just wondering if it's possible to remove these items?

Thanks!

Chris

  1. Support Staff 1 Posted by Seth B on 09 Nov, 2013 10:49 PM

    Seth B's Avatar

    Hi Chris,

    You can modify your documents in any way possible, by editing the templates that display them.

    The templates are basic HTML / CSS code. You can find a reference for them here: http://help.cashboardapp.com/kb/document-templates

    If you're not comfortable editing HTML, or it's a bit too techy for you I'd be more than happy to go in and make the changes for you once you become a paying customer.

    Best,

    • Seth
  2. 2 Posted by CPA Planning De... on 09 Nov, 2013 10:52 PM

    CPA Planning Design's Avatar

    Hi Seth,

    Thanks for coming to my rescue again :-)

    I'm really keen to try to and resolve it through understanding - to save bothering you! I started off by looking in invoice_html, which lead me to invoice_row, but I just can't find the reference I'm looking for. I tried deleting expense.person_name, but that didn't seem to remove it.

    Any suggests very welcome!

    Thanks, Chris

  3. Support Staff 3 Posted by Seth B on 09 Nov, 2013 11:01 PM

    Seth B's Avatar

    No worries :)

    You'd actually have to make a couple of edits to achieve what you want.

    You're on the right track in "invoice_row", but you need to remove the reference to {{ expense.person_name }}, which gets shown if you're billing for expenses, and {{ entry.person_name }}, which gets shown if you're billing for time entries.

    Additionally, if you'd like the "flat fee" column removed, you'll need to remove the following lines starting @ line number 22

    <td class="numeric">
      {{ item.flat_fee | format_money }}
    </td>
    

    Once that's been done, save the invoice_row template, and bring up the html_invoice template. While in there you'll need to remove line 106, which is :

    <th class="numeric">Flat Fee</th>
    

    There might be some additional tweaks that need to be made, like changing the "colspan" of the table tags as well, but I can't recall off the top of my head at the moment.

  4. 4 Posted by CPA Planning De... on 09 Nov, 2013 11:08 PM

    CPA Planning Design's Avatar

    Thanks Seth, you're most wonderful.

    Re: Removing name from tasks/expenses

    My natural instinct did make me try removing those references, I did notice though, that oddly expenses didn't have my name before I even made any changes.

    Re; Removing flat fee column

    I'm going to make a note of how to remove flat fee references and try it once I've got the above done.

    Thanks!

  5. Support Staff 5 Posted by Seth B on 09 Nov, 2013 11:16 PM

    Seth B's Avatar

    My natural instinct did make me try removing those references, I did notice though, that oddly expenses didn't have my name before I even made any changes.

    Aha! Sorry I didn't look at your actual invoice before I responded above. Since you're billing by "employee rate" we do that a bit different than "task rate".

    You actually can just modify the invoice items here if you want your name gone:

    https://cpaplanningdesign.cashboardapp.com/provider/invoices/show/8...

    Simply click the "edit" button, make the changes & save

  6. 6 Posted by CPA Planning De... on 09 Nov, 2013 11:22 PM

    CPA Planning Design's Avatar

    Oh right (please don't say sorry, you're too helpful for that!), so perhaps if I change it away from 'employee rate', that in itself will remove it? Out of interest, if I have a fixed hourly rate for every single project and every single task -what would be the logical way to arrange that?

    With thanks again!

  7. Support Staff 7 Posted by Seth B on 09 Nov, 2013 11:25 PM

    Seth B's Avatar

    Generally people use the "employee rate" billing if they're re-billing work for multiple employees.

    The bulk of our customers use "task rate", but there's really no right or wrong answer here. Just use what works best for you and your business.

    so perhaps if I change it away from 'employee rate', that in itself will remove it?

    It would change any new invoices created, but simply changing the project to bill via task rate won't modify any previously generated invoices.

  8. 8 Posted by CPA Planning De... on 09 Nov, 2013 11:34 PM

    CPA Planning Design's Avatar

    Thanks for that Seth, very useful indeed.

    I've just re-made the invoice, but firstly I went to Project Options and set it to 'Bill by Task rate', then set the default appropriately. My hope is to create a 'standard project' with all the tasks set up and then just duplicate it whenever a new project appears. I think that'll work?!?

    Completely understand that these changes won't re-write the past :-)

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