Autotask PSA: Why does a single time entry appear twice on an invoice?

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Question

Why does a single time entry appear twice on an invoice?

Environment

  • Autotask PSA

Answer 

A single time entry will appear twice on an invoice if the entry is between two blocks or a block and an overage. Because the time entry splits between two non-matching block IDs, Autotask PSA must display it as two line items on the invoice. In the case of an overage, it is a block ID and a blank block ID.

figureone.pngFigure 1:  Time entry (click to enlarge)

figuretwo.png Figure 2: Invoice (click to enlarge)

The only way you can prevent this behavior is to configure a roll-up on the Invoice Template, which would affect the visibility of all line items, not just the time entries in question.

Changing the roll-up and layout may impact how invoices transfer to your accounting software. The result would depend on the style of roll-up chosen, as well as what accounting system you use.


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