Generate Invoices from Spreadsheet

Questions & Suggestions
1

I have a complicated task to automate.

I realize that a lot of this is probably AppleScript, but I figured I would post it here because I use KM for so many other things and even if I use AppleScript for some / most of this, KM will be involved at some point and already is involved in collecting the info before this stage. Also, the users on this forum are in my experience the most helpful around when it comes to KM and scripting.

Every two weeks I have to invoice for work completed. I have a spreadsheet that is generated in Numbers dynamically, that lists each completed task with all task details like date, name, cost etc.

Every two weeks I fill out an invoice for each “Project” (in Excel). I add the Project name, the Series number, the Invoice numbers (one for the client and one for me), each Task Name, Task Type and it’s length, the date, and finally the cost of each task. I only generate the invoices for a specified Date Range - this can either be selected manually, or scripted so that the script ‘remembers where it left off last time’ or which tasks have already been invoiced for.

Again, I need a separate invoice filled out for each “Project”, that contains each of the tasks completed for that Project.

To summarize, I need to generate invoices from the information in the Task List. I have uploaded a screenshot of each spreadsheet, and a .zip file that contains them just in case.

I’m not sure how I even begin to go about scripting all of this - it's a bit daunting. Any input is greatly appreciated!

I will add that the invoice is required to be filled out in Excel, and I prefer numbers for my own programming so the "Task List" was all done in Numbers. So, I 'could' convert the Numbers spreadsheet to Excel, but I would 'prefer' to keep it in Numbers if possible - since all my other linked Spreadsheets and related data is in Numbers. That being said, I suppose it would be possible to generate all the invoices with Numbers and then just have KM do a simple copy and paste from Numbers to Excel or something.

Thanks!

Samples.zip (90.4 KB)

Sample Task List.png925×485 40.4 KB

2

@nok, may I ask why you want to delete your topic?

It seems like a very good topic, and any solutions could be useful to many.

3

Agreed. Basically I did some more thinking and thought about solving this problem a bit differently and figured I would post in a more piecemeal way. The other question I posted earlier, in which you responded to (regarding dynamic variables), was this alternative approach that I thought of. Though it’s true that this topic would still be very valid and useful.

Anyhow, I’ll leave it up.

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