Hallo, coming from a classic Projectmanagement i tryed to understand ERPNext - especially Timesheets.
I learned, that a time sheet is not a log. I understand, that a timesheet is like a daily or weekly or however list of logs.
I can open a new timeheet and I can add activity types. Inside the AT i can set the project and the task - fine.
And in this way i can work on projext 1 and project 2 and so on at my daily workhours and “log” all i do for the projects - in a mixture.
Poor is, that i cannot make any comment in a AT. Really!
So i can see a list of Activity Types, but i cannot know, what was done in this log.
In the list of timesheets i cannot see any information - employee, ok ( i can assign a timsheet to the employee) - but fine would be, a date, or a info, i can manually fill in som info in a filed, which i am missing.
If i open the Project, i can see all worked hours in the bottom of the grey area. - separated to the Activity types. Also fine.
If i switch to the timesheets insinde this project, i can see, there are logs with the log-numbers, and in which row they are. Also fine.
And now i want to make an invoice of the project with agreed timesheet-logs.
In the grey area of the project site there is the button “timesheets” (left column" and a “+” button. Fine, if i klick it, i can make the invoice.
But - pooooor - i have manually to fill in my cusomer. but hey, the customer is already set inside the project. what is this?
Then i have the list of possible items - empty - and below the correct list of timesheet logs. But i have to calculate manually the sum of hours. Poor.
BUT: My timesheet logs are different activity-types with different amount per hour. So it is not just set one Activity Type with all hours adds of all timesheet-logs. The calculation is wrong. this only works, if only one type of activity-type is logged in all timesheet-logs.
Hm, very difficult.
So please let me know, ho do i make a right invoice?
Manually fill in the item list - as a copy ot the timesheet logs - row per row? Poor
The i learned, that there is a drag and drop functionality - but i feels a little like coincidence, how the lines will fill.
And - because there are no comment-texts are inside the timesheet logs, there is no info in the item-list. This is often less information for the customer, what we have done for him.
And this is only a invoice based on a small project with only a few tasks.
So, please set up a clear documentation about your timesheets. Please!
There are some videos, they did not help to understand the philosophy and thinking, what is the idea?
I saw, that there are some discussions about an older version (v6) with a time-log system. And some users wrote, here inside discuss.erpnext, that that log-system was much more usable to track and bill.
OK, today i can set the project and the task inside the timesheet-log - but no comment.
So, i try to work with erpenext since a longer period, but i cannot switch to it, because i will not be able to make the basic thing - to make a projekt and bill my or the work of my eployees to a customer.
Or it is too difficult. Not only for me and my customers - also for the other users which are thinkig, that the old time-log was better - in the case as erpnext as a project-management.
Thanks a lot.