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151 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Jade Bai
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15 votes
An error occurred while saving the comment Jade Bai
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16 votesJade Bai
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193 votes
An error occurred while saving the comment Jade Bai
commented
I have figured a work around for us - may not work for some...
We do not use the Account Number option on the contact and have removed it from showing on our invoices/statements.. However there are only certain customers we send statements to and I have used the Account number option to preface each with STMT and then there name e.g STMTSMITH or STMTBROWN
Then when you go to send statements i use the filter option, put in STMT and it brings up all the customers i send statements to...
You could then use any preface to group your contacts...Jade Bai
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136 votes
Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.An error occurred while saving the comment Jade Bai
commented
Surely it wouldnt be hard to add a column in the reports to show the expense has been billed to someone?
A lot of time wasted having to manually check everything...Jade Bai
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So with the fantastic new invoicing that we have to use, there is no longer the option to create a new invoice from the files library which forces me to add it once i have created the invoice.
My issue now is that you cannot preview the file before you attach it to make sure it was the right one, and if it is the wrong one you have to delete it - there is no option to send it back to the file library which means you have to then re-scan it... What a huge step backwards (unless I am missing something??)