Filter Invoice Data for only Hours or Expenses separately

[rosenq]

My projects require splitting Hours and Expenses onto two different invoices. I would like to filter on only Hours or only Expenses to validate the proper entries come up before generating the invoice. I can have dozens or hundreds of entries and bill monthly which may be time consuming otherwise.

I just purchases the expenses plugin which is great, but seems I cannot filter between the two. I may be mistaken but does anyone have a solution for this?

Thanks in advance.

[kevinpapst]

That is not possible right now. You could use tags for filtering.

[rosenq]

Thanks for the suggestion @kevinpapst . If I tag an activity like "on-site travel" I associate transportation, lodging, meals, with that activity. Right now Expenses don't have their own tags.

I guess I could make a separate activity like "on-site travel expenses" and associate expenses there. I'll try that.

Thank you for the quick response.

[kevinpapst]

Its far from ideal, I understand. But looking at the requirement and the options available right now: you need to be able to filter out one of both: either expenses or timesheets.
So one of them needs to use something tat's unique.
That could be a different project or activity or you assign tags to all timesheets.

[rosenq]

I created a new activity called "expenses" and tied all my expenses to that. I tagged all my timesheet activity. When I go to filter it doesn't filter them out.

If I go from Admin -> Tags -> click on the "..." next to my tag and select Filter -> Timesheets ... that will work but I can't create an Invoice from there.

I was able to filter in the Invoice itself with the help of Claude AI, for now I'll just Preview both Timesheet and Expenses and calculate manually unless you have a better idea which I would be grateful for.

[kevinpapst]

I created a new activity called "expenses" and tied all my expenses to that. I tagged all my timesheet activity. When I go to filter it doesn't filter them out.

You use a different activity for timesheets and expenses?

If I go from Admin -> Tags -> click on the "..." next to my tag and select Filter -> Timesheets ... that will work but I can't create an Invoice from there.

Are you using tags as well?

Sorry, but I don't understand your approach. Can you explain or share some screenshots?

[rosenq]

Hope I explain this clearly even with some blurred project/customer names and thank you for checking on it.

You use a different activity for timesheets and expenses?
The tagging system did not filter correctly for me so I created a separate Activity to filter on and associate all my Expenses to the new activity.

Are you using tags as well?
Yes, on Timesheet entries I created and use a tag "Hours" for all entries.

Sorry, but I don't understand your approach. Can you explain or share some screenshots?

1. I created timesheets for my project and tag them.

2. I add my expenses

3. I run invoices and filter on customer and the tag only - which I would expect to see only timesheet/hours.

Another note, if I filter down to Expenses and add the tag HOURS, I still see expenses. So i think Tags is not restricting the filter.

[kevinpapst]

True, you found a bug.
I uploaded a new release of the ExpenseBundle.
This excludes any expense items when the invoice query contains one or more tags.

[rosenq]

True, you found a bug. I uploaded a new release of the ExpenseBundle. This excludes any expense items when the invoice query contains one or more tags.

Thanks for the quick response and update to the module. I have completed my invoice for the month so I have time to update now. But the instructions to update say I need to delete the directory. Will it also delete my current expenses causing me to re-enter? Just a little weary of the step "Delete the directory var/plugins/ExpensesBundle/"

Thanks again for your quick support!

[rosenq]

Verified working.
✅ When an invoice is being generated using a tag will exclude expenses because expenses currently do not have tags.

Thank you again!