Invoices | Projects - Include project field on invoice summary screen
Can we include the Project field on the invoice summary screen - to help us manage whether a project has been allocated to an invoice but also manage potential duplicates.
Simon Poole
shared this idea
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almed batlex
commented
Yes, including the Project field on the invoice summary screen would be very helpful for managing project allocations and preventing potential duplicate invoicing. By having the Project field visible, users can quickly verify whether a specific project has already been linked to an invoice, improving accuracy and streamlining workflow. This approach enhances oversight and reduces errors, especially in environments handling multiple projects simultaneously. For reference on effective project and invoice management solutions, you can check examples like https://mypcbottleneck.com/ .
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Simon Poole
commented
We've only just started using projects and the potential for duplicates, or missing projects from invoices is high. Being able to see the Projects field on the summary screen would help us manage that.