[REM] project: remove invoice_time.rst & time_record.rst (#799)
These pages documented very straightforward screens and flows that auser can easily figure out without the help of dedicated documentation.Besides, those screens are frequently reworked, thus requiring to maintain the related pages very closely. This commit removes such low values pages to reduce the technical debt and allow focusing on actually useful documentation pages.
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@ -9,5 +9,4 @@ Project
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project/tasks
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project/planning
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project/record_and_invoice
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project/advanced
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=======================
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Record Time and Invoice
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=======================
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.. toctree::
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:titlesonly:
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record_and_invoice/time_record
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record_and_invoice/invoice_time
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===========================
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Invoice Time Spent on Tasks
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===========================
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When it is time to bill your client for their finished project/task, you can choose to shorten
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processes and save time by pulling the billable time you have tracked into sales orders, and
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invoices, directly from the project/task.
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Enable the Timesheet feature
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============================
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Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*.
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Create a sales order and invoice from a task
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============================================
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| Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and
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enable *Timesheet*, *Timesheet Timer* and *Bill from Tasks*.
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| Once the time spent on a task under that project has been recorded, click on *Create Sales Order*
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and continue to create your invoice.
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.. image:: media/sales_timesheet.png
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:align: center
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:alt: Have the sales order menu and the timesheet tab being shown under a task in Odoo Project
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This way, you can invoice different customers, for different services, at different rates,
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without the need to create numerous projects.
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Create a sales order and invoice from a project
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===============================================
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| Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and
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enable *Timesheet* plus *Timesheet Timer*.
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| Now, go to :menuselection:`Project --> Configuration --> Projects`, choose the project,
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*Create Sales Order*, and continue to create your invoice.
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| From here, choose if you want the billing to be based on the project rate: all timesheets are
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billed by the same rate, or by the employee rate: timesheets are billed by the individual
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rate of the employee.
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.. image:: media/create_sales.png
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:align: center
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:alt: Click on create sales order and choose the billing type in Odoo Project
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| The project rate allows you to invoice a whole project, for a specific service, at a specific
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rate, at once. Example: the implementation of a system.
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| The employee rate billing lets you invoice a project broken down into different services, and
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different rates. Example: different rates for junior and senior consultants.
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Invoice only approved timesheets
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================================
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Go to :menuselection:`Timesheets --> Configuration --> Settings --> Invoicing Policy`, and choose
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*Approved timesheets only*.
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.. image:: media/invoice_approved.png
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:align: center
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:alt: Enabling the feature to invoice only approved timesheets in Odoo Project
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This ensures that the manager is aware of the hours being logged by each employee before the
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customer gets invoiced.
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.. seealso::
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- :doc:`../advanced/so_to_task`
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- :doc:`./time_record`
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@ -1,33 +0,0 @@
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==========================
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Record Time Spent on Tasks
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==========================
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Get to know how much time you are spending on tasks in order to make your employees’ life easier,
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and records error-free. Launch the timer in your browser, stop it on your phone and have all entries
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synced. Generate invoices based on the timesheet entries and be sure to invoice your customers
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the exact right amount.
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Manually timesheet on task
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==========================
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| Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*. Then,
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enable the *Timesheets* option on the project.
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| Now, once you are in your task, under the *Timesheet* tab, *Add a line* and specify the *Duration*.
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.. image:: media/manually_timesheet.png
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:align: center
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:alt: On the task under the timesheets tab add the time spent in Odoo Project Application
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Time tasks
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==========
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| Under :menuselection:`Project --> Configuration --> Projects`, enable *Timesheet timer* on the
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projects on which you need the functionality.
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| Now, you can time your task clicking on *Start*. *Pause* at any moment, and *Stop* to confirm the
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recorded time and add a description.
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.. image:: media/time_tasks.png
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:align: center
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:alt: Click on start in the task to initiate the timer in Odoo Project Application
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