Monthly billing report
Glenn Jones
Goal is to see which hours need to invoice.
I use tags to show when a task is billable and if it is billed. f.e.
- tag 1: billable
- tag 2: invoiced
Problem: On the report 'time tracked'. There is no way to show which hours are billed.
Possible solution:
- Show tags on each task.
- Filter on 'Does not match this tag'. That way we could show all tasks without the ones with tag 'invoiced'.
Extra question
It would be great if the filter 'last month' would be the entire previous month. Now i have to manually select the month each time.
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A
Alex
"See which hours still need invoicing" is the whole job — and not billing the same hours twice is what breaks in spreadsheets. Built a Chrome extension that pulls your existing ClickUp time entries, flags billable-but-not-yet-invoiced hours, and generates the invoice — with an "already invoiced" marker so nothing double-bills. Cost rates stay local to your browser. Not a ClickUp product — search "ClickUp Margin Report" in the Chrome Web Store. Do you invoice monthly per client?
Martin Meixger
This is a K/O criteria for me ...
Glenn Jones
Is linked to the following request: 'Possible to exclude tags in filter': https://feedback.clickup.com/feature-requests/p/filter-possibility-to-exclude-tags
Eliza Witkowska
For a reference, this is also connected to this
B
Benjamin Kruft
i need something like this