SortMe
active
Total logged
76h 45m
Uninvoiced
0h 0m
Entries
24
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 24 | 76h 45m |
Recent time entries
Last 24
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 1 June 2026 | - Finalised automated invoice creation workflow for outstanding billable time records - Designed FileMaker script process to efficiently generate invoices from qualifying time entries - Implemented logic to locate all time records matching invoice generation criteria - Developed method to identify unique clients represented within selected time records - Created automated invoice generation process producing a single invoice per client - Established relationships between generated invoices and qualifying time records - Implemented creation of invoice line records from related billable time entries - Configured invoice and invoice line generation to occur automatically without manual intervention - Added validation to prevent duplicate invoice creation for the same time records - Tested invoice generation workflow across multiple client and billing scenarios - Verified successful creation of invoices and associated invoice lines - Confirmed generated invoices accurately reflect selected billable time records | Caleb Harvey | 3h 0m | invoiced |
| 31 May 2026 | - Commenced development of automated invoice generation process based on outstanding billable time - Reviewed existing time, client, and invoice relationships required for generation workflow - Developed initial logic to identify contacts with uninvoiced billable time as of selected generation date - Configured process to include eligible time entries from the selected date and all prior periods - Investigated billing rules for hourly and fixed fee client structures - Implemented filtering to include base hourly billable time only during invoice generation - Excluded contract-included time entries for fixed fee clients based on existing system indicators - Configured hourly clients to include all applicable billable time entries regardless of contract allocations - Tested time selection logic against multiple client billing scenarios - Validated invoice generation calculations and data returned for review | Caleb Harvey | 5h 0m | invoiced |
| 27 May 2026 | - Updated payroll period configuration to use a cutoff date of the 29th for timesheet and payroll processing - Reviewed payroll calculations and reporting logic impacted by revised cutoff period - Added Tiffany Cane to Financials configuration and related access areas - Updated associated layouts and records to support new financial user allocation - Investigated activity merge formatting within invoice note generation - Modified merge logic to separate activities using full stop and space formatting - Improved readability of generated invoice notes and activity descriptions - Tested payroll period changes, financial user setup, and invoice note formatting | Caleb Harvey | 4h 0m | invoiced |
| 25 May 2026 | - Investigated issue causing FMG tasks not to appear on task list - Reviewed affected task records and identified inactive task list activation status - Corrected task activation settings to restore visibility on task list - Traced task creation and update workflow to identify potential cause of deactivation - Updated script logic to prevent tasks being incorrectly marked inactive - Tested task visibility and workflow behaviour, with ongoing monitoring for future occurrences | Caleb Harvey | 2h 15m | invoiced |
| 21 May 2026 | - Updated billing configuration areas to support additional rate management requirements - Enhanced administration controls for maintaining billing information - Reviewed interaction between rate configuration and invoice generation workflows - Updated layouts and scripts supporting billing configuration management - Performed testing of invoice notes, billing rates, and invoice generation processes - Verified calculations, record updates, and invoice outputs following enhancements - Conducted end-to-end validation of invoicing workflow changes - Confirmed successful operation of invoicing and billing management enhancements | Caleb Harvey | 4h 30m | invoiced |
| 21 May 2026 | - Adjustments to client activity report sitting against invoice page - Search date to show through, all time listed form that client and exported correctly - Success | Caleb Harvey | 1h 30m | invoiced |
| 21 May 2026 | - List of Non-Billable times within a specified period - Add in functionality to extract the data between search dates - Non-Billable Base Hourly time only - Add script to extraction button on HR Reporting screen | Caleb Harvey | 1h 30m | invoiced |
| 20 May 2026 | - Build the reporting page as a new tab in the HR Management page - Add the state breakdown report button onto it - Add a custom dialogue to the script to enter to and from date - Add an option to ask the user if they wish to select non-billable time or all time - If non-billable is selected, add in a variable the constrains the found set, if not leave open - Bring through existing report for payroll category breakdown on and add a from and too date selector | Caleb Harvey | 3h 30m | invoiced |
| 20 May 2026 | - Refined invoice management workflows to improve day-to-day processing efficiency - Updated invoice navigation and record selection processes - Improved handling of invoice line item review prior to invoice generation - Enhanced visibility of client billing information throughout invoicing screens - Reviewed invoice filtering and sorting behaviour for usability improvements - Updated invoice calculations and supporting display fields - Improved invoice preparation process for fixed fee and annual billing clients - Added validation checks to reduce invoice preparation errors - Reviewed invoice data flow between time records and invoice records - Tested invoice management functionality across multiple billing scenarios | Caleb Harvey | 4h 15m | invoiced |
| 20 May 2026 | - Staff time report split by state - Time not coming through correctly - State filter bringing through ADMIN as a state - Make fall into general - Totals now accurate | Caleb Harvey | 2h 0m | invoiced |
| 18 May 2026 | Discussion around adding new reports in to system for users to extract for timekeeping | Caleb Harvey | 1h 15m | invoiced |
| 15 May 2026 | Discussion over sending through new time breakdown reports, further invoicing feedback | Caleb Harvey | 0h 30m | invoiced |
| 14 May 2026 | - Added notes field to invoicing section allowing invoice-specific comments and instructions to be recorded - Updated invoice layouts to display and manage invoicing notes during preparation process - Ensured invoice notes remain associated with the invoice record for future reference - Added monthly annual rate field within Rates configuration section - Updated rate management layouts to support annual and monthly billing structures - Modified invoice calculations to reference configured rate values where applicable - Reviewed invoice preparation workflow and updated supporting layouts - Improved visibility of invoice-related information during invoice generation process - Added additional invoice summary information to assist with invoice review - Updated invoice list display to provide clearer visibility of outstanding work | Caleb Harvey | 4h 0m | invoiced |
| 13 May 2026 | - Reviewed annual service fee requirements within invoice workflow - Identified locations requiring annual service fee visibility and processing - Added annual service fee support to invoice management process - Updated calculations and invoice preparation logic to accommodate annual service fees - Tested annual service fee behaviour across invoice scenarios - Verified correct display and processing of annual service fee records | Caleb Harvey | 5h 0m | invoiced |
| 13 May 2026 | - Reviewed invoice list navigation and filtering requirements - Updated invoice list screen to exclude invoices already marked as sent - Refined record filtering logic to focus on active invoice preparation items - Investigated activity highlighting requirements for fixed fee clients - Updated invoice display logic to highlight applicable activities only for fixed fee clients - Tested invoice list behaviour and activity highlighting across multiple client types | Caleb Harvey | 4h 30m | invoiced |
| 12 May 2026 | - Reviewed invoice line editing requirements and existing restrictions - Updated invoice line layouts to allow job code values to be edited when required - Modified field permissions and validation logic supporting invoice line updates - Tested invoice generation workflows following job code editing changes - Investigated activity merge process used during invoice preparation - Identified ordering issues affecting merged activity descriptions - Updated merge logic to ensure activities are returned in the correct sequence - Tested invoice output to confirm activity ordering is displayed correctly | Caleb Harvey | 6h 30m | invoiced |
| 11 May 2026 | Mining Lease renewals for QLD updated tasks | Caleb Harvey | 1h 0m | invoiced |
| 11 May 2026 | - Reviewed invoice calculations and hourly rate requirements - Added hourly rate fields within invoice management interface - Updated layouts to display configured rates where required - Modified calculation logic to reference hourly rate values - Tested invoice calculations using updated rate structure - Validated calculation accuracy across multiple scenarios - Confirmed successful operation of hourly rate enhancements | Caleb Harvey | 4h 45m | invoiced |
| 8 May 2026 | Missing time suspected in system, review and further change navigation to be user friendly | Caleb Harvey | 0h 45m | invoiced |
| 8 May 2026 | - Reviewed existing invoice management and export functionality - Designed approach for exporting complete invoice line detail - Developed export process allowing all invoice lines to be extracted for review - Configured export output to include full invoice detail records - Added user controls to initiate invoice line exports - Tested exported data to ensure completeness and accuracy - Confirmed successful operation of invoice line export functionality | Caleb Harvey | 4h 15m | invoiced |
| 7 May 2026 | - Developed process to identify historical time records requiring removal - Reviewed legacy time records against requested retention period - Cleared time entries prior to 1 March in accordance with requested data cleanup - Reviewed related calculations impacted by historical record removal - Validated data integrity following cleanup process - Tested invoice workflows against updated dataset - Confirmed successful historical data cleanup | Caleb Harvey | 6h 15m | invoiced |
| 6 May 2026 | Making changes to invoice list for easier navigation | Caleb Harvey | 0h 45m | invoiced |
| 6 May 2026 | - Reviewed requirements surrounding historical time visibility within invoice processing - Investigated current invoice generation logic and time record selection criteria - Identified records outside approved billing periods requiring exclusion - Implemented restrictions preventing time records after the defined April cutoff from appearing - Updated filtering logic used during invoice preparation workflows - Tested invoice generation against revised time filtering requirements - Verified time restriction logic operating successfully | Caleb Harvey | 5h 0m | invoiced |
| 4 May 2026 | Discussions over invoicing system and new changes required | Caleb Harvey | 0h 45m | invoiced |
Stages
- 2026 - May
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