Reporting - Projects billing vs quotes
Ability to link quote and invoice (not billing from the actual quote)
We currently keeping time in Avaza and pulling time through on our invoices in Avaza into Xero. The actual time(our cost) is then shown in the Xero invoice which is changed to the invoice amount. I am trying to get to the ultimate spreadsheet - Quote (budget column) vs Actual cost (time) vs Invoiced amounts (this all has to be shown as the separate line items quoted)
In summary:
A report that replicates an excel sheet that we have set up manually at the moment:
Column 1
Client name (data pulled from Xero software which is our accounting software)
Client currency that they are billed in (data pulled from Xero)
Project tasks one per row (descriptions pulled from our PROJECT QUOTES cells in Xero)
Column 2 > quoted amount per task (data pulled from Xero quotes)
Column 3 > cost per task (time is billed in a project management software called Avaza) - Data would be pulled from there (not sure if we can pull this data into Xero)?
Column 4 > billed/ invoiced per task (pulled from Xero invoices)
Charisse White
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