History:
Projects are created to track various activities. Some projects are Non-Billable or Firm-Fixed Price. These project types do not require submission of Time Sheets. However, time is still tracked for accounting, HR and KPIs. In any event, these, time sheets should automatically be set to Invoiced upon creation.
Example 1: Vacation...
Vacation is tracked for HR purposes but the time sheets are never submitted for any kind of invoicing because they are non-billable. The system will flag these time sheets as invoiced automatically upon save.
Example 2: Firm-Fixed Price...
Some jobs are quoted as Firm-Fixed Price with an Invoice being sent for the entire amount at the beginning or end of the project. To that end, all invoices are submitted for the total amount and backup timesheet information is no required. The system will flag these time sheets as invoiced automatically upon save.
Setup:
In the time Timesheets Category, add a Checkbox Field called "InvoiceFlag".
In the Project Category, add a Checkbox Field called "IsFirmFixedPrice"
Under each project, toggle the Checkbox Switch to indicate the Project is FirmFixedPrice/Non-Billable.
Ensure there is a Relation Field in the TimeSheets Category that references the Project Category.
Once setup, all invoices associated to Projects with the "IsFirmFixedPrice" checked will be flagged automatically as invoiced.