Currently, when an invoice is printed from XPM, the notes displayed beneath a task are pulled from the task description, rather than from th
Currently, when an invoice is printed from XPM, the notes displayed beneath a task are pulled from the task description, rather than from the individual notes staff enter when recording their time.
It would be extremely helpful if there was an option to include the individual timesheet notes underneath the relevant task on the client invoice.
This would allow practices to provide clients with a clearer breakdown of the work performed without having to manually copy the timesheet notes across when preparing an invoice.
Ideally, this could be an optional setting at the individual invoice, Client or job level, rather than changing the task description globally.
Mercesdez Jones
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