On the tabs below you can enter the settings for linking with the PerfectView API:
API settings
First, enter the PerfectView API key, Database ID and User ID. Without these setting you cannot add or edit the settings on other tabs.
The keys can be generated at/obtained from PerfectView at Settings -> Links -> Api.
Administration
Select the PerfectView product to be used for invoicing from TimeWriter. The selected product must be set in PerfectView in such a way that price and description may be changed.
Set whether PerfectView is leading in relation to TimeWriter. If PerfectView is leading then the customer data in PerfectView is never overwritten by TimeWriter data. If PerfectView is not leading then, when generating invoices, the customer data in PerfectView is overwritten with the data set "In use" from TimeWriter (see: Invoicing -> Settings -> Customer data -> Customer invoice data). Note: In this case the organization name is also overwritten.
Update customers
On this tab TimeWriter customers can be updated with, linked to and imported from PerfectView customer data.
Supplies
The option 'Supplies' of module 'Tasks' can be used.
Invoicing
In the module Invoicing | Invoice you can find the next buttons:
The buttons above the Orders grid have the following functions:
Button |
Function |
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Add a new order (not based on hour bookings). |
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Edit the order. |
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Delete the complete order(s) and all order lines of the selected order(s). |
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For hours and task to invoice, orders will be generated first, see: Generate orders. |
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Click to print a concept invoice to a pdf and see how the invoice will look like. Note: the final invoice should be created with PerfectView. |
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Print the specification report (as set at Invoicing | Settings | Invoicing) for the selected order. |
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Merge orders form the same customer into one order. |
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If the Order tab page is selected there is a Create invoice button. Click here to create the invoice(s) of the selected order(s). The orders will be sent to PerfectView and converted to PerfectView draft invoices. After this step the orders are moved to the tab page Invoices. Note (1): At first the Invoice column will contain the TimeWriter order number. Note (2): The link between TimeWriter customers and PerfectView relations is made on the TimeWriter Debtor number and the PerfectView Customer number. |
Below the orders grid are the Lines and Details for line tabs of the selected order.
The buttons on the Lines tab have the following functions:
Button |
Function |
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Add a new order line. |
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Edit the order line. |
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tab page Lines : Delete the selected order line(s). tab page Details for line: Only available with multiple detail lines. Delete the selected detail line from the order line. Duration and amount of the order line will be adjusted. |
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Move the order line up/down. |
Tab page invoices
All the invoices are visible on the tab page Invoices.
The buttons above the Invoices grid have the following functions:
Button |
Function |
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Delete the complete invoice. Note: deleted invoice numbers are not used again and the invoice will not be deleted in PerfectView. |
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Synchronize invoice numbers with PerfectView. After invoicing to PerfectView in PerfectView draft invoices are created which will become invoices after "create invoice". |
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Print the invoice specification report (as set at Invoicing | Settings | Invoicing) for the selected invoice. |