Forum Discussion

stanleigh's avatar
stanleigh
Cover User
5 years ago
Solved

Removing multiple activity slips from WIP in time billing

Is there an easier way to remove multiple activity slips form the "Work in progress" tab to "Completed work" without creating an invoice? I don't want to go into each activity slip separately and ent...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi stanleigh 

     

    Provided those lines are included on an invoice then they do get removed from the Prepare Time Billing Invoices window. As such, you could be looking at one of the following if you didn't want to use the Adjustment/Already Billed fields on the Enter Activity Slip window:

    • Create the invoice using those activity slip values. Enter a negative invoice for the same amount on that invoice and then record that invoice. This is the method that you have indicated in your post.
    • Create the invoice using those activity slip values, save that invoice. Enter a negative invoice for the same amount and then apply that negative invoice back to the original invoice to clear it. This is the method I have indicated in my previous post on this thread.
Steven_M's avatar
Steven_M
Former Staff

Hi stanleigh 


If you go into the Activity Slip, there are two fields; Adjustment and Already Billed. These fields appear to be greyed out but you can type into those fields and make changes. By adding in the hours and amount against one of these fields (Adjustment needs to be entered as a negative) it will make the Left to Bill value zero and thus the activity slip will not appear in the Prepare Time Billing Invoice window.

 

The other option is to bill the activity slip to the customer. Once you have created that invoice, generate a negative invoice for that same invoice amount (do NOT reverse that invoice). This will create a credit note that you can then apply to that invoice using the Returns/Credits>>Apply to Sales option from the Sales Register.

stanleigh's avatar
stanleigh
Cover User
5 years ago

Hi Steven_M 

So if I don't want to edit each individual activity slip, the only way is to use them to create an invoice?

I am thinking that the best way then would be to use all the activity slips to create an invoice, consolidating them so there are as few lines as possible; saving the invoice, then going back in to edit it so there is only one line with a token amount; adding another line with an equal but negative amount to create an invoice for $0. Would that be right? I tried deleting the invoice, but then all of the activity slips re-appear in the WIP tab.

  • Steven_M's avatar
    Steven_M
    Former Staff
    5 years ago

    Hi stanleigh 

     

    Provided those lines are included on an invoice then they do get removed from the Prepare Time Billing Invoices window. As such, you could be looking at one of the following if you didn't want to use the Adjustment/Already Billed fields on the Enter Activity Slip window:

    • Create the invoice using those activity slip values. Enter a negative invoice for the same amount on that invoice and then record that invoice. This is the method that you have indicated in your post.
    • Create the invoice using those activity slip values, save that invoice. Enter a negative invoice for the same amount and then apply that negative invoice back to the original invoice to clear it. This is the method I have indicated in my previous post on this thread.
    • Consulting4accs's avatar
      Consulting4accs
      MYOB Staff
      5 years ago

      Steven_M If an accounting practice is wanting to track hours for all employees against all its clients jobs without sending an invoice to the client - would they use the same method you prescribe above? 

      • Steven_M's avatar
        Steven_M
        Former Staff
        5 years ago

        Hi Consulting4accs 

         

        I would probably recommend that they use the Adjustment and Already Billed fields on the activity slip first. If that is not an option, then yes invoicing that customer and then clearing that invoice would be the recommendation.