XPM | Job Manager - Budget % based on Dollars $ not time
New Job Manager Budget % - base on $ not time.
Please give us the option to set the budget % based on the fee not time.
As our jobs are created though the Ignition integration, our fee budget $ is prefilled. We don't set the time budget as this would be a very manual process.
Justine Vorich
shared this idea
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Guy Mule
commented
All practices have different rates for different levels of staff. A £ budget will save a lot of work
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Ashley Head
commented
Yes this is very necessary. I don't know any accounting firm that works on job budget time, it is always dollars.
All of our jobs have $ budgets and we manage our WIP in $ not time.
Another extremely useful column in the job manager would be $ budget left - eg $ budget minus estimated billable. This is a feature that is part of MYOB job manager and was very useful data.
I currently have to run a custom job manager report and export it to excel to get a useable job manager.