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How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the invoice is issued thru Sales section and we bring in the time to be billed, it shows up as a second section from the Service Item. Any hints or assistance appreciated, been trying to get this nailed down for several months and need to start sending clients invoices directly from Zoho (vs. offline). Thanks!
@VladimirRuntu, thanks for the workaround solution. It sounds a bit complicated but may consider trying this as an alternative if I have to. However, based on Zoho's solution of "Go to invoices >> create a new invoice >> click on the 3 dot icon on the right hand side of each line in the item table >> show additional information >> now you will get the option to choose the income account for that line", I am wondering if there a way to use the "Bulk Update" feature to make changes to multiple transaction lines?
@user1, I think income account comes from added service item automatically, if you define one in the service item.
Any news on this?
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