The "Calendar - Hours" report allows you to print the categories of events (i.e. Appointments, Debtor Appointments, Creditor Appointments and Hours) scheduled in the Calendar (Planner). 

Multi-User calendar (agenda) - Manual - Shop - Once-off license - 

This plugin adds the multi-user agenda (multiple agendas) to the Calendar (Planner). You can add agendas and link them as default to the current user. For every agenda a tab will appear in the agenda Calendar so you can see what the appointments, etc. are on other agendas. You can have a agenda for each employee, salesperson, user, etc. and create invoices directly from his / her agenda with a simple click. Each agenda has it's own calendar and task list.

Calendar - Hours report options

To print Calendar - Hours reports: 

  1. On the Reports ribbon, select Reports → Calendar. 

  1. Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates.
  2. Select the following options:
    1. Agenda - Select to include the general events (e.g. meetings, appointments, etc.).  
    2. Debtor appointment - Select to include the appointments for debtor (customer / client) accounts. All appointments are also listed in the Appointments tab of the Debtor account. 
    3. Creditor appointment - Select to include the appointments for creditor (supplier / vendor) accounts. All appointments are also listed in the Appointments tab of the Creditor account. 
    4. Hours - Select to include the appointments for the hours event category. The are scheduled appointments for which quotes are generated and confirmed to invoices.  
  1. Click on the OK button. 

Printed : Calendar - Hours report

An example of the "Calendar - Hours" (all events) report, is as follows:

The colours for the events are as follows:

  • Appointment (general - i.e. with bank manager, lunches, etc.) 
  • Repeating invoices - schedule when you need to copy / process repeating invoices. 
  • Debtors Appointment - schedule up to six (6) categories of appointments with debtors (customers / clients). You may also create invoices for these debtor appointments.
  • Creditors Appointment - schedule appointments with creditors (suppliers).
  • Hours - schedule the hours (time) to invoice debtors (customers / clients). Once these are set you may generate Quotes for the hours. Once these Quotes are generated, you may edit them (if necessary) and convert them to Invoices. 

Bulk time entries - Bulk time entries added for selected debtors (customers / clients) will be printed on this report as hours. 

See video on Bulk time entries   

Repeating invoices are not included in this report.