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Invoice + Expense Improvements

Time tracking notes now show up in invoices

Mary Beth avatar
Written by Mary Beth
Updated over 2 years ago

New updates in the finance section:

The first update: When you click on your expenses on the finances tab, you can see a breakdown of the time that has been logged by you or your team by clicking the category of work.

The second update: Now when you invoice a client for billable hours, if you have field notes associated with that time, those are going to show up on your invoice as a description. So now when you go to bill your clients, they can see what they're paying for with the description.

I would encourage you to track your time through Materio, include those notes, and be sure that your team is including those notes because that's going to populate not only here in the invoices, but also in your cost reports. So you as a firm can get a better idea of what your team is working on as well as in the activity, when you want to generate a report to your client or an external collaborator about what's going on on the project, those notes are going to populate there. So again, happy time tracking, happy, getting paid. We are excited to be launching improvements to every feature that we have. Of course, if you have feedback or requests, please reach out to us hello@materio.co

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