| Pages in topic: < [1 2 3 4 5 6] > | Announcing new financial reports in ProZ.com invoicing Thread poster: Jason Grimes
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VIBOL KEO 
Local time: 13:11
Member (2009)
English to Khmer (Central)
| Calculation Issue... | Oct 22, 2009 |
Dear Jason,
I hope you are doing fine...
Great to finding Proz invoicing feature... I am really interested since it is really reliable...
However, I am having an issue to ask for your help since I have no idea to doing it in here...
An issue I would like to address is that a practice regarding its calculation. I mean there are two little different results have occurred within my invoice that I am only able to sort out such a problem with Exc... See more Dear Jason,
I hope you are doing fine...
Great to finding Proz invoicing feature... I am really interested since it is really reliable...
However, I am having an issue to ask for your help since I have no idea to doing it in here...
An issue I would like to address is that a practice regarding its calculation. I mean there are two little different results have occurred within my invoice that I am only able to sort out such a problem with Excel but I do not know how to do it in here.
Please note the following instances:
- When editing and calculate: 0.075 x 9255 = 694.13 that this matches with my Excel calculation...
- After saving, the result is only 694.12 there is a difference of one (1) cent...
It has just occurred to me to revise my invoice since one of my clients returned to me my invoice submitted so I would have to get it amended soon so that a payment balance shall be at zero. This means that we are needing 694.13 rather than 694.12...
Your kind assistance regarding this issue would be much appreciated...
Great and Green Day... and Kind regards,
Vibol ▲ Collapse
| | | | Sabita
Spain
Local time: 07:11
English to Spanish
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Thank you Jason,
An excellent work! I hope I will have a chance to use these tools, till date no translating job has come my way.
Best regards,
Sabita
[Edited at 2009-10-27 09:03 GMT]
| | | | Pawel Kosior
Poland
Local time: 08:11
Member (2008)
French to Polish
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Please advise how to calculate my taxes (19%) from 50% of the income...
| | | | Tiến Anh Lê
Vietnam
Local time: 13:11
Member (2007)
English to Vietnamese
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| Receive multiple payments | Dec 2, 2009 |
Hi there,
Thanks again for the good job. I wish that I can add multiple received payments instead of doing them all manually...
regards,
Tien
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| pdf formatting...still problematic | Dec 7, 2009 |
Congrats on a great tool...also the main reason I become a paying member of ProZ!
I put my bank info in the Comments section, but when I export to pdf, I lose the formatting and get big spaces between the lines. Anything I/you can do to remedy this?
Thanks for the great work!
Bonnie
| | | | Suzan Hamer
Netherlands
Local time: 08:11
English
+ ...
| And maybe two more columns? | Dec 7, 2009 |
Christiane Lalonde wrote:
However, I think we need a financial overwiew showing the total amount invoiced before tax. What I mean is that when we go on the Financial overview page, the Sales column displays the amounts with taxes.
Is it possible to display the Sales without taxes and then add a "Tax" column on the right? This would be very useful when one wants to know what his//her real earnings are.
Hi Christiane,
This sounds like a good idea, thank you. I'll add this to the invoicing development task list. Thanks for the great feedback.
Jason [/quote]
Hi Jason,
I thought the invoicing system was great before, and now it's even better. Thanks!
I need to report and pay my VAT every quarter. That means looking back at every invoice for the quarter to see how much VAT I charged. Is there some way to show, either on the dashboard or the financial overview (maybe both) or somewhere else, so I could see at a glance, the total amount including taxes, along with a breakdown showing amount before the VAT and then the amount of VAT, for all invoices, but broken down per invoice?
For instance, on the dashboard, there is a column for invoice date, due in, client and amount. Why not two more columns here, one showing amount before any taxes, and one showing taxes (VAT) paid? Perhaps you'd need to allow people to add taxes paid columns, depending on which taxes they are required to charge.
Also what about some place on the invoice, that the client would not see, where we could record that an invoice had been reported in a certain quarter?
| | | | RominaZ
Argentina
English to Spanish
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| Please submit a support request. | Dec 7, 2009 |
Dear bonniejane,
pdf formatting...still problematic 08:05
Congrats on a great tool...also the main reason I become a paying member of ProZ!
I put my bank info in the Comments section, but when I export to pdf, I lose the formatting and get big spaces between the lines. Anything I/you can do to remedy this?
Could you please submit a support request with a detail description of the problem you are having and attach a screenshot to it? This will help site staff look into this in detail, test it and have it fixed shortly.
Thanks in advance.
Romina
| | | | RominaZ
Argentina
English to Spanish
+ ...
| Thanks for your feedback | Dec 7, 2009 |
Hi Suzan,
I need to report and pay my VAT every quarter. That means looking back at every invoice for the quarter to see how much VAT I charged. Is there some way to show, either on the dashboard or the financial overview (maybe both) or somewhere else, so I could see at a glance, the total amount including taxes, along with a breakdown showing amount before the VAT and then the amount of VAT, for all invoices, but broken down per invoice?
For instance, on the dashboard, there is a column for invoice date, due in, client and amount. Why not two more columns here, one showing amount before any taxes, and one showing taxes (VAT) paid? Perhaps you'd need to allow people to add taxes paid columns, depending on which taxes they are required to charge.
Thanks for bringing this to my attention.
I will check the status of the development of this feature and include further specifications (if needed) considering your feedback.
Thanks.
Romina
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Suzan Hamer
Netherlands
Local time: 08:11
English
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| Maybe I didn't look far enough... or did you just add this? | Dec 12, 2009 |
RominaZ wrote: Hi Suzan, I need to report and pay my VAT every quarter. That means looking back at every invoice for the quarter to see how much VAT I charged. Is there some way to show, either on the dashboard or the financial overview (maybe both) or somewhere else, so I could see at a glance, the total amount including taxes, along with a breakdown showing amount before the VAT and then the amount of VAT, for all invoices, but broken down per invoice?
For instance, on the dashboard, there is a column for invoice date, due in, client and amount. Why not two more columns here, one showing amount before any taxes, and one showing taxes (VAT) paid? Perhaps you'd need to allow people to add taxes paid columns, depending on which taxes they are required to charge. Thanks for bringing this to my attention. I will check the status of the development of this feature and include further specifications (if needed) considering your feedback. Thanks. Romina
I just discovered that under Tax Reports, if I click on Tax Amounts, I get a breakdown showing date, inv. no., client, tax amount and invoice amount. Was that there when I posted my first comment? It comes very close to what I was talking about. I would add one more column here, showing the amount before taxes.... Then I would have what I requested: I could see at a glance all my invoices, and the amount before taxes, the amount of taxes and the total amount of each invoice.
| | | | Suzan Hamer
Netherlands
Local time: 08:11
English
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| What about time tracking? | Dec 14, 2009 |
As if you have not already done enough, Jason . . . There is another thread on the forums about time tracking systems. This led me to look for one that works on a Mac; I found PAYMO. It also has an invoicing function, however I'm using it just for the time tracking feature . . . I like the Proz invoicing system. That leads me to ask, is it possible for you to come up with a time tracking feature that could be used both with your invoicing system and independently (just to keep track of time ... See more As if you have not already done enough, Jason . . . There is another thread on the forums about time tracking systems. This led me to look for one that works on a Mac; I found PAYMO. It also has an invoicing function, however I'm using it just for the time tracking feature . . . I like the Proz invoicing system. That leads me to ask, is it possible for you to come up with a time tracking feature that could be used both with your invoicing system and independently (just to keep track of time spent on tasks, not necessarily for invoicing purposes). ▲ Collapse
| | | | Per Riise (X)
Norway
Local time: 08:11
English to Norwegian
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| Exporting CSV | Dec 17, 2009 |
It seems that the CSV file that is exported from the invoicing program is not recognized by other programs. I've tried to import the export file into several different programs (that support CSV files), but they all claim that the format is wrong. I would really like to be able to import my clients into my own address book.
| | | | | Need help creating a custom invoice (French) | Jan 13, 2010 |
Many thanks for creating this extremely well designed system which corresponds to almost exactly what I have been looking for. (A column for client's job reference number/PO number would be a useful addition).
Really unfortunately for me I can't use it yet as the invoices don't look like French invoices and I am not capable of using the HTLM invoice design system to design my own invoice.
How can I get help to get the system to produce a French Type invoice (I don't mind payin... See more Many thanks for creating this extremely well designed system which corresponds to almost exactly what I have been looking for. (A column for client's job reference number/PO number would be a useful addition).
Really unfortunately for me I can't use it yet as the invoices don't look like French invoices and I am not capable of using the HTLM invoice design system to design my own invoice.
How can I get help to get the system to produce a French Type invoice (I don't mind paying a fee!) ▲ Collapse
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| CSV format may need to be adjusted for import into various programs | Jan 14, 2010 |
Per Riise wrote:
It seems that the CSV file that is exported from the invoicing program is not recognized by other programs. I've tried to import the export file into several different programs (that support CSV files), but they all claim that the format is wrong. I would really like to be able to import my clients into my own address book.
Hi Per,
The CSV file you can export from the invoicing program is a just text file with all of your invoicing data. It will probably need to be adjusted for import into other programs. The documentation for those programs should explain what format they require.
To adjust the format to suit your other programs, you can open up the CSV file in a spreadsheet program. You may need to rename the column headings, or change the order of certain columns.
If you still have trouble, please post the names of the programs into which you want to import the data, and I'll see if I can be of more help.
Best regards,
Jason
| | | | | Can you send a sample "French Type" invoice? | Jan 14, 2010 |
Hi NR_Stedman,
How can I get help to get the system to produce a French Type invoice (I don't mind paying a fee!)
Please send me a sample French Type invoice, and I'll try to add something like it to the list of invoice templates. (Send it to at jason at proz.com).
NR_Stedman wrote:
Many thanks for creating this extremely well designed system which corresponds to almost exactly what I have been looking for. (A column for client's job reference number/PO number would be a useful addition).
Thanks for the kind words! Would you mind if I included that in the public list of member testimonials about the invoicing tool?
Thanks,
Jason
| | | | | Requests from this discussion recorded for possible inclusion in invoicing release this year | Jan 14, 2010 |
Hi Everyone,
Thanks for all the great suggestions and feature requests in this forum discussion. I've recorded each of them in a list of features to be considered for inclusion in an upcoming invoicing release later this year.
Thanks!
Jason
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