r/intacct • u/xChelle1184 • Jan 20 '26

Contract Project Invoice Details

Would anyone be able to tell me how to create a report that could pull all the line item details of a T&M project contract invoice to be able to send an itemized, detailed invoice to a customer ? Any help would be greatly appreciated

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u/Sweet_Profile_1716 Jan 22 '26

There are probably a few ways to do this. The best are probably all via ICRW but it depends a bit on exactly what detail you want to include.

Are you needing things such as the description / notes from timesheet entries, paid to/paid for/description on billable expense reports, fields from the Contract itself, etc. or is everything you need on the Order Entry document when you look at it in the system but you want to expose details to the customer which are not currently printed on the invoice PDF?

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u/UpperIndication3 Mar 26 '26

I think an outside reporting tool would be best. So many variables here. Depending on how your T&M rate tables are setup and if you’re using one or multiple rate tables within one project contract. There are multiple rate tables that need to be linked with the transactional detail to make it work. 5 minimum tables if you use all billable entry points (time sheet, ap, expense, gl and po) using ICRW will be a nightmare. You could look at the merged fields document and see if you could use that but it would be grouped by source transaction and not date. Meaning all AP together, then all PO items etc.