We use Time Logs and the Time log batches as our primary method of billing out for projects. We follow the usual flow of submitting TL’s, batching them, and creating a sales invoice directly from the “Make Sales Invoice” button on the TLB doc.
When the info is transferred to the new Sales invoice though, it doesn’t include a item name, and if an item is selected, it clears the amount and rate for what the Time Log Batch sent to it
I suppose what I’d be asking is if there is a way to set an item without clearing the containing fields, -or- if there happens to be a way without modifying the server side code. (client side custom script would be manageable)
I feel like I’m missing something here if it inputs rate/amount, but item name is mandatory, yet selecting one clears the aforementioned fields.
Thanks guys.