Bills | List View - Ability to filter by Project
Please add the function to add a Projects field on the Bills awaiting approval and Bills awaiting payment page.
This allows users to select the projects that they manage, thus no need to open every bill.
Trefor Thomas
shared this idea
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Blair Hicken
commented
Project - Indicator on Bills list to show bills allocated (even partially) to Projects
We have Vendors where all or the majority of their bills should be allocated to projects. Currently you have to open each Bill to see if any bill line has been allocated to a Project.
Having an indicator in the Bills > List > All page and the Contact > Activity > Bills page would be helpful to ensure that each bill has been allocated to a Project.
Alternatively, having a filter or Report (that can be exported) for Bills that have or have not been assigned to a Project.
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Blair Hicken
commented
Project - Indicator on Bills list for Bills that have been assigned (even partially) to a project.
We have Vendors where every invoice should be assigned to an Project. We would like an indicator in the Bills List and Contacts Activity list to show which bills have been assigned to Projects.
Currently you have to open each bill to see if the have been allocated a project.
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Paul Kimber
commented
will stop paying for project without this or similar function - it is simply too cumbersome to find if an invoice has been assigned to a project
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Paul Kimber
commented
When viewing bills to pay - it would be great to see if it has been assignd to a project and have the option to assign it there, say from a drop down menu, rather than having to open up each bill indiviidually to check.