[dunner]

I don't bill by the schedule but I like to detail some of the additional work I've done that's being billed with the tax return (like if we've had to do bookkeeping for the client or additional work determining ACB amounts). I'd like to see additional lines available to enter these additional services and show separately how much is being billed per line (much like the 9 lines available for disbursements). If I could start a new line in the "Description of services" box that would work too but can't do it.

[dunner]

Never mind; just found out how (SHIFT Enter).

[Linda]

dunner, on Apr 19 2008, 05:28 PM, said:

Never mind; just found out how (SHIFT Enter).

But that only gives you a new line.

I would like to have new lines with amount fields, and not necessarily by the hour.

[Dink Meeker]

Linda, on Apr 19 2008, 02:14 PM, said:

But that only gives you a new line.

I would like to have new lines with amount fields, and not necessarily by the hour.

I use the disbursements section for additional charges and have the invoice coded to not show the disbursements heading. The descriptions and amounts just line up in a column below "Fees for preparing Income Tax" and the corresponding amount.

This even works when you want to use a descriptor for a discount as the numerical field will accept negative amounts and they appear bracketed.

[dunner]

That works but with a limited room for explanation. But it's better than the alternative. Thanks.

[Linda]

Dink Meeker, on Apr 19 2008, 06:27 PM, said:

I use the disbursements section for additional charges and have the invoice coded to not show the disbursements heading. The descriptions and amounts just line up in a column below "Fees for preparing Income Tax" and the corresponding amount.

This even works when you want to use a descriptor for a discount as the numerical field will accept negative amounts and they appear bracketed.

Cool. Do you code the invoice not to show the disbursements heading using the template for the invoice?

[Dink Meeker]

Linda, on Apr 19 2008, 05:00 PM, said:

Cool. Do you code the invoice not to show the disbursements heading using the template for the invoice?

Yep! You can do quite a bit with Profiles templates. Logos etc. Play around with it in the summer. With a limited amount of change, we pretty much use the same template from year to year. Just keep a separate directory for each year's templates.

[unknown]

I type all mine in to QB, as I (almost) always vary the Profile amount anyhow, and this way, I keep AR control.

[dunner]

For the AR control, I right click on the invoice and choose enter invoice in Quickbooks. You have to set up the integration but I find this works great and eliminates having to reenter invoices in Quickbooks.

[JohnV]

:)

We all have our systems I suppose....

I use a WP document that is a modified letter head....but is customized as an invoice

I have all my invoices in one directory, and each client's last tax invoice is in it...detailed by sources of income, deductions, credits and "soft details such as RRSP carryforwards, Ontario Health Levy, accounting for investments etc...other invoices are similarly treated in that all work is reasonably detailed

Every year I just open up the last year's invoice, and there it is...I just change certain details and the numbers...

But then I "value bill"....based on time, complexity and value delivered to client...

The icon for my invoice directory is a large dollar sign $

[BarryH]

JohnV, on Apr 20 2008, 05:44 PM, said:

:)
The icon for my invoice directory is a large dollar sign $

WP was/is, the best. Too bad the rest of the 'uninformed/MS oriented' world doesn't agree. Try:
http://www.corel.com...ls/ThankYouPage

Barry

[D.F. (Nick) Lapenna]

BarryH, on Apr 29 2008, 09:55 PM, said:

WP was/is, the best. Too bad the rest of the 'uninformed/MS oriented' world doesn't agree. Try:
http://www.corel.com...ls/ThankYouPage

Barry

I agree that WordPerfect was, to my mind, superior to Word. So was OS2-Warp superior over Windows. I used WP for years with much satisfaction.

But, of course, when integrating with my peers, the majority being Word users, I did run into problems with Access, Powerpoint, Excel, etc.

Finally, I switched to Word, Excel, etc.

I also preferred Beta over VHS, and I prefer Harvey's over MacDonalds.

However, in business, we are forced to "Go With The Flow".

Ciao!

[unknown]

Dinosaur that I am, I still use Lotus 123 as my preferred spreadsheet....

That is where I have my taxpractice controls too...

Billing amounts back to the stone ages on all my T1 clients, plus date in, date completed....

But spit out the invoices on QB