Removing username from task when creating invoice
Hello Seth,
Sorry to bother you and hope you're well.
To avoid me having to set the hourly rate for each task, I recently chose to set a user hourly rate and then set the project to BILLING PREFERENCE -> BILL BY EMPLOYEE RATE (within a template project that's then duplicated for each project). All was well until I recently noticed after some time, that the username is mentioned on the invoice for every task. This is a little redundant as I'm the only user, it's also unnecessary duplication for a cashboardapp user with just one user.
I went through the templates briefly and couldn't find where to delete this detail, could you advise please?
Many thanks
Screenshot_2018-10-11_20.29.11.png
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Support Staff 1 Posted by Seth B on 22 Oct, 2018 01:00 PM
Sorry for the delayed response — but looks as if you’ve already figured this out. Let me know if you need anything else from me.
- s
2 Posted by CPA Planning De... on 22 Oct, 2018 01:20 PM
I haven't quite, but I'm just going to use the work around of billing by task instead.
Support Staff 3 Posted by Seth B on 22 Oct, 2018 01:25 PM
If you’re the only person on the account that makes the most sense. Bill by employee rate is really designed with the intention that you’re billing out multiple employees at separate rates.
— s
4 Posted by CPA Planning De... on 22 Oct, 2018 01:39 PM
Yeah, as I'm the only person on the account, makes complete sense to check every task is set to the correct hourly rate.
Support Staff 5 Posted by Seth B on 22 Oct, 2018 01:41 PM
Ahh, I see your frustration. Are you finding that setting “Default Task Rate” is not working for you — specifically if you change hourly rates? Does that happen often during the course of a project?
6 Posted by CPA Planning De... on 22 Oct, 2018 01:48 PM
The default does work, however I occasionally change my hourly rate for a small selection of clients. By setting jobs to an employee rate, it's one less thing to go wrong for the majority of projects.
I'm haunted by the time I did dozens of hours of work for someone and nearly charged 25% LESS because the wrong hourly rate by task was set (my user error).
Using employee rate gives me the reassurance that I can't make that mistake again for the majority of projects. One less thing to check, is one less thing to take up my time.