tag:help.cashboardapp.com,2012-10-23:/discussions/document-templates/106-removing-fields-name-relating-to-tasks-and-removing-flat-rate-columnCashboard: Discussion 2013-11-10T00:05:21Ztag:help.cashboardapp.com,2012-10-23:Comment/298963292013-11-09T22:49:22Z2013-11-09T22:49:22ZRemoving Fields (name relating to tasks) and Removing 'Flat rate' column<div><p>Hi Chris,</p>
<p>You can modify your documents in any way possible, by editing
the templates that display them.</p>
<p>The templates are basic HTML / CSS code. You can find a
reference for them here: <a href=
"http://help.cashboardapp.com/kb/document-templates">http://help.cashboardapp.com/kb/document-templates</a></p>
<p>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.</p>
<p>Best,</p>
<ul>
<li>Seth</li>
</ul></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/298963292013-11-09T22:52:34Z2013-11-09T22:52:34ZRemoving Fields (name relating to tasks) and Removing 'Flat rate' column<div><p>Hi Seth,</p>
<p>Thanks for coming to my rescue again :-)</p>
<p>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.</p>
<p>Any suggests very welcome!</p>
<p>Thanks, Chris</p></div>CPA Designtag:help.cashboardapp.com,2012-10-23:Comment/298963292013-11-09T23:01:45Z2013-11-09T23:01:45ZRemoving Fields (name relating to tasks) and Removing 'Flat rate' column<div><p>No worries :)</p>
<p>You'd actually have to make a couple of edits to achieve what
you want.</p>
<p>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.</p>
<p>Additionally, if you'd like the "flat fee" column removed,
you'll need to remove the following lines starting @ line number
22</p>
<pre>
<code><td class="numeric">
{{ item.flat_fee | format_money }}
</td></code>
</pre>
<p>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 :</p>
<pre>
<code><th class="numeric">Flat Fee</th></code>
</pre>
<p>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.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/298963292013-11-09T23:08:20Z2013-11-09T23:08:20ZRemoving Fields (name relating to tasks) and Removing 'Flat rate' column<div><p>Thanks Seth, you're most wonderful.</p>
<p>Re: Removing name from tasks/expenses</p>
<p>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.</p>
<p>Re; Removing flat fee column</p>
<p>I'm going to make a note of how to remove flat fee references
and try it once I've got the above done.</p>
<p>Thanks!</p></div>CPA Designtag:help.cashboardapp.com,2012-10-23:Comment/298963292013-11-09T23:16:01Z2013-11-09T23:16:01ZRemoving Fields (name relating to tasks) and Removing 'Flat rate' column<div><blockquote>
<p>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.</p>
</blockquote>
<p>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".</p>
<p>You actually can just modify the invoice items here if you want
your name gone:</p>
<p><a href=
"https://cpaplanningdesign.cashboardapp.com/provider/invoices/show/889702">
https://cpaplanningdesign.cashboardapp.com/provider/invoices/show/8...</a></p>
<p>Simply click the "edit" button, make the changes & save</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/298963292013-11-09T23:22:58Z2013-11-09T23:22:58ZRemoving Fields (name relating to tasks) and Removing 'Flat rate' column<div><p>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?</p>
<p>With thanks again!</p></div>CPA Designtag:help.cashboardapp.com,2012-10-23:Comment/298963292013-11-09T23:25:45Z2013-11-09T23:25:45ZRemoving Fields (name relating to tasks) and Removing 'Flat rate' column<div><p>Generally people use the "employee rate" billing if they're
re-billing work for multiple employees.</p>
<p>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.</p>
<blockquote>
<p>so perhaps if I change it away from 'employee rate', that in
itself will remove it?</p>
</blockquote>
<p>It would change any new invoices created, but simply changing
the project to bill via task rate won't modify any previously
generated invoices.</p></div>Seth Btag:help.cashboardapp.com,2012-10-23:Comment/298963292013-11-09T23:34:18Z2013-11-09T23:34:18ZRemoving Fields (name relating to tasks) and Removing 'Flat rate' column<div><p>Thanks for that Seth, very useful indeed.</p>
<p>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?!?</p>
<p>Completely understand that these changes won't re-write the past
:-)</p></div>CPA Design