Optimising Bill Creation Procedure

[capostwal]

Current Procedure for Creating Bill is very lengthy, can it be optimized so that Bill can be created with minimum clicks. one of the way is on a Task List Page, I select all the task ( for same Client/Group) and Create a Bill from There itself, There should be an option for putting amount for each task separately or put a single amount for all the Task selected. There may be some other ways, but we need to find it because current process of creating bill is very very tedious and unlike all other functionalities in Jamku. So kind request to Jamku team to please look into it.

[adarshmadrecha]

Genuinely nice suggestion. We shall definitely work to get this in near future (~ 20/30 days)

[adarshmadrecha]

Development Notes

1. Select Task (In Task List and Task Costing Page)
2. Open a dialogue to create Bill. Ask following information
   • Billing Entity
   • Bill Date
   • Bill Amont Auto Calculate?
   • Bill Amont Manually specified (If not auto calculated)
     3. When user clicks on "next", check
   • Tasks belongs to single Client Group.
   • Tasks are not already billed If not, give error to Select Tasks of a Single Client Group.
     4. If the validations are correct, take them to Bill Edit page.

[capostwal]

Perfect!!

Sent from my iPhone

On 27-Mar-2021, at 8:08 PM, Adarsh Madrecha @.***> wrote:

 Development Notes

Select Task (In Task List and Task Costing Page) Open a dialogue to create Bill. Ask following information Billing Entity Bill Date Bill Amont Auto Calculate? Bill Amont Manually specified (If not auto calculated) When user clicks on "next", check if the tasks belongs to single Client Group. If not, give error to Select Tasks of a Single Client Group. If the validations are correct, take them to Bill Edit page. — You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub, or unsubscribe.

[capostwal]

Development Notes

1. Select Task (In Task List and Task Costing Page)

2. Open a dialogue to create Bill. Ask following information

   • Billing Entity
   • Bill Date
   • Bill Amont Auto Calculate?
   • Bill Amont Manually specified (If not auto calculated)
3. When user clicks on "next", check if the tasks belongs to single Client Group. If not, give error to Select Tasks of a Single Client Group.
4. If the validations are correct, take them to Bill Edit page.

I would suggest To Create a separate List "Pending for Billing"- After Task Marked Comleted/Ignore, It should go to List "Pending ForBilling" Which is visible only to those who have "Money" Permission. and From Pending from Billing List, we can just select "Tick" Those task and then create bill

[ssuranaca]

Bill creation can be done in two step which will make billing process simpler.

First at the time of Task creation or during working on such task, we can fill a chargeable fees and any amount incurred for such client for such task.

Secondly, now everything is ready for billing, we just need to go to task page, filter unbilled task and select billing circle ( yellow circle) now a dialogue box open where we can edit if wanted to edit or make addition if any, then click confirm for creating bill and post it.

And if no editing required then just click on Yellow circle and post it and everything is done.

So far as concern the Billing entity which needs to create separately, I opined that it must be by default a entity which is client itself unless and until we separately defined for Billing. (Same as Group creation during client creation)

Above process can be implemented for creating Receipts and Client Due list must be provided at one place to get summary of dues of our client Unbilled tasks can be shown at Bill list page for creating bill