DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Billable time - retain last selected date

#1

Hello, I am using the Desktop edition of manager.io, and I thank you for making such good software!

I was wondering if it were possible to make a change or have some setting to change the behavior of how the “Date” field works when using the Billable Time function. It would make things a bit easier and would seem logical (to me anyway…!) if when using the “Create & add another” function (which is on the drop down of the “Create” button) that the next entry uses the same date as the previous entry. This would make things much easier, because say if you are doing this for an invoice with billable times going back every day for a week you don’t need to keep having to select the date for each entry. Whereas at the moment, each new entry resets the date to today’s date. Let me explain in case I am not making sense. Today is 15 April, and let’s say you are going to enter billable time tasks in to manager.io for the last week. And let’s say that you have billable times for these dates:
10 April
10 April
10 April

12 April
12 April

13 April
13 April
13 April
13 April

At the moment, you need to set the date for all 9 entries. Whereas if manager.io used the last used date, then you would only need to modify the date field 3 times. You can imagine the effort reduction is more significant with more entries per day, and going back more days.

Another handy change for billable time - at the moment when you create a new billable time (whether it be creating from scratch or from the "create & add another function), the cursor doesn’t start in one of the fields (e.g. date). instead it starts on one of the menus, so you need to tab 26 times to get in to the top most field (ie date). It would be great if the cursor started in the date field.

The above mentioned changes would make entering billable times much easier and quicker.

Cheers!

Nev

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#2

There is no such setting. Every new transaction in every tab in Manager profiles the date with the current date. The way to avoid that is to clone a previous transaction. That way, you will only need to edit the time, assuming you are entering for the same customer. And you would have had to edit that anyway. Or possibly not.

Suppose you have 5 employees working for the same customer and the all put in 8 hours on April 10. Enter the first and clone four times. No further editing required.

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#3

Actually, I just read your post more carefully and it says that you will need to “edit the time” (I assume this means date too) . So in another words, the date can’t be retained, even when cloning? (if you are saying it can be retained, so my message prior to edit below - it doesn’t retain the date from the item being cloned)
How about the second thing I mentioned about the cursor starting in the field (rather than menus)? that would negate the need to use the mouse all the time (or to tab 26 times just to get to the first field). You know what data entry is like … using the keyboard to navigate is so much easier than having to grab the mouse each time.
Cheers!

---- previous entry prior to edit ----
Thanks Tut, unfortunately cloning doesn’t seem to retain the date…?
This is the procedure I just used …

  • “View”'ed an existing billable time (dated 12/04)
  • click “Clone” button
    Date shows today’s date (15/04)
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#4

Only if the date is different. But keeping the date the same was your whole point, so I told you a way to do it.

Not true. But cloning just underwent some changes for consistency, so make sure your software is up to date.

As for the cursor, Manager is a browser. You need to position the cursor.

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#5

I was on 19.1.36, and it wasn’t retaining the date. I have now upgraded to 19.2.85, and it now does retain, excellent.

All good, thanks for confirming.

Cheers.

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