Block hour contract variable on new invoice templates

I’m excited to write about a great new feature I’ve finally had the chance to get my hands around. The new custom invoice templates in AutoTask. At first I admit I was slightly perturbed that my PO field disappeared. Some of the HTML formatting tricks went from creating nicer invoices to making my invoices look like cryptic nastiness. BUT with change there is almost always a need to change and the required effort to get the train back on the tracks was very manageable. In fact one of my favorite determinations of if a software change is good is if someone new to the system can work better with the new system than the old. The new invoice templates are certainly much better than the old system.

My favorite new feature of the new invoice templates actually comes with a bit of a complication. You are now able to report on your block hour contract usage and balance right on your invoice. The one little caveat is that you must approve and post the cost that comes along with a block purchase or the block doesn’t get used in the calculation for how many hours are active shown on the invoice. Also if a block of hours is marked “inactive” in autotask that status is not reflected in the invoice block hours calculation.

BK

About Brian Kerhin

Brian Kerhin is the founder and President of Byte Harmony, Inc. Brian attended college at Iowa State University in Ames Iowa where he earned a Bachelor of Science degree in Computer Engineering. Brian focused on software development and network administration while in college also doing a 4 year internship for Wandling Engineering doing 3d animation, designing and implementing their network and networks of their clients. Upon completing his degree he returned home and took a position as Network Administrator for Steel Craft Corporation (Hartford Steel Craft, Snoway International and Hartford Finishing) in Hartford, Wisconsin. Brian left Steel Craft Corporation to devote his full time and attention to Byte Harmony. Byte Harmony has provided computer services out of the Milwaukee area since 2001. Services include computer support (MSP, T&M, Project, Consultation), telecommunications support and outsourcing, Internet hosting and web development.
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