Settings and activity
14 results found
-
34 votes
Laura Frampton
supported this idea
·
-
18 votesLaura Frampton
supported this idea
·
-
23 votesLaura Frampton
supported this idea
·
-
32 votesLaura Frampton
supported this idea
·
-
7 votesLaura Frampton
supported this idea
·
-
23 votesLaura Frampton
supported this idea
·
-
31 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Laura Frampton
supported this idea
·
-
30 votesLaura Frampton
supported this idea
·
-
97 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Laura Frampton
supported this idea
·
-
201 votesLaura Frampton
supported this idea
·
-
23 votesLaura Frampton
supported this idea
·
-
266 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
An error occurred while saving the comment -
197 votes
An error occurred while saving the comment Laura Frampton
commented
Please please please add the ability to add invoices directly to projects from Hubdoc the same as being able to add them as a billable expense.
The process is currently extremely time consuming.
Laura Frampton
supported this idea
·
-
45 votes
An error occurred while saving the comment Laura Frampton
commented
Please can you request you add in the ability to add new full contact details directly via a new estimate (exactly the same as you can add them directly to a new invoice)
Laura Frampton
supported this idea
·
![VitoEnergy Ltd - Cost of Sales Summary[18].xls](https://assets.uvcdn.com/pkg/icons/files/default-sm-0cef6018a827be3ab2ea6d3f2f15c8f8aec45cbb4e04b84be42d172e9a83870b.png){kind=icon}
Just needs all options in one place and it’s such a great ability having this email to bills feature especially with adding expenses to projects - the inability to do the same with credit notes has now knocked this feature back - especially when for example we may have one credit note come to us in the middle of 25 invoices which we would then have to manually find prior to uploading the other 24 documents. Just a simple conversation or edit to credit would solve this.