Practice Manager - Option to exclude 'completed' from job list
Removal of 'completed' jobs from the job list when preparing an invoice in XPM.
Sometimes we invoice a parent client with multiple entities jobs appearing and this can be very hard to navigate when looking for current jobs to invoice - even if the status is marked to be invoiced. It would be more efficient if completed jobs just didn't appear in the list.
Amanda Jarvis
shared this idea
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Becky Gulley
commented
Along similar lines, it would be good to see the WIP on the new progress invoice page where you are selecting which jobs to include and then given the option to remove from invoice list so that they do not appear in future. We have many jobs that are ongoing so we cannot raise final invoices but some that do need to be removed and it is too time consuming to go through each client's jobs to manually mark off the ones that we no longer want to include.