Reordering Line Items on an Invoice

Article Contents

1. Introduction
2. How Line Items Are Ordered by Default
3. How to Reorder Line Items

Introduction

When creating an invoice in Hiro, you can easily change the order of your line items to suit your needs. This can be helpful if you want to group similar tasks together or organise them in a particular sequence.

How Line Items Are Ordered by Default

By default, line items in Hiro follow this order:

1. Work Schedule Items:

   • Ordered by phase, task, and subtask.

   • Each line represents a subtask.

   • If a task has Out of Scope time, it will appear at the end of that task’s subtasks.

2. Enquiries & Tenders:

   • Lines appear if there’s any WIP (Work in Progress) activity.

   • Grouped by a unique combination of department and branch.

3. Disbursements:

   • A line appears for each disbursement charged that hasn’t been invoiced (WIP).

4. Mileage:

   • Grouped by a unique combination of department and branch.

5. Imported Timesheets:

   • A single line item appears only if timesheets have been imported using Hiro’s Import Timesheets tool.

   • This tool is typically used to pull in data from other software platforms, such as during onboarding.

How to Reorder Line Items

1. Open the Invoice:
   In Hiro, go to Financial > Invoices.

   • To create a new invoice, click the New Invoice button at the top.

   • To modify an existing invoice, click the edit (pencil) icon next to the invoice you want to change.

2. Locate the Grab Handle:
   On the left side of each line item, you'll see a grey bar with three vertical dots.

3. Drag and Drop to Reorder:

   • Click and hold your mouse down on the grab handle.

   • Drag the line item up or down to its desired position.

   • Release the mouse to drop the item into place.