Export Bookings

Project times for a project can be exported from the digital project file, and working hours can be exported from the employee overview.

Export of Project Times

Click on "New Invoice" in the left navigation within the project record. Next, use the filters on the left side to select the bookings you want to export. If you do not want to create a separate line item on the invoice for each individual booking, you can group the bookings by month, task, and/or employee. Then select whether the exported bookings should automatically receive the status "billed" after the export. Finally, configure the line item title and description, and select either PDF or one of the connected partner systems as the destination. Clicking the "Export Bookings" button will generate either a PDF file or an invoice in the partner system, depending on the chosen destination.

If the project was imported from weclapp, the invoice will automatically be created with reference to the sales order. The process consists of the following steps:

1. Creation of the sales order in weclapp with the desired activities as line items with the corresponding hourly rate and estimated quantities.
2. Import of the order from weclapp as a project in PlainStaff.
3. Recording of hours in PlainStaff.
4. To create an invoice from the recorded hours, generate an invoice for the sales order via the "New Invoice" function in weclapp, and then adjust the quantities on the invoice to match the hours recorded in PlainStaff. The hours in PlainStaff are then marked as billed.
5. For the next billing cycle, repeat step 4.

Alternative process for weclapp

For projects imported from weclapp, an alternative process is also available. The process consists of the following steps:

1. Creation of the sales order in weclapp with the desired activities as line items with the corresponding hourly rate and a quantity of 0.
2. Import of the order from weclapp as a project in PlainStaff.
3. Recording of hours in PlainStaff.
4. To create an invoice from the recorded hours, adjust the quantities in the sales order to the hours recorded in PlainStaff using the "Adjust Order" function.
5. Creation of an invoice from the order in weclapp via the standard function Workflow -> Create Invoice. This will automatically invoice all quantities recorded on the order that have not yet been billed.
6. For the next billing cycle, repeat step 4.

Export of Working Times

Click on the Export button in the employee overview (only available for administrators). Next, select the month and the destination, and click "Export". The generated export file contains all recorded working times from the selected month that were recorded before 5:00 AM last night.