Settings and activity
8 results found
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11 votes
An error occurred while saving the comment 
Jodie Lee
supported this idea
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17 votes
An error occurred while saving the comment Jodie Lee
commented
Yes, please, this would be a huge timesaver!!!!
Jodie Lee
supported this idea
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49 votes
An error occurred while saving the comment Jodie Lee
commented
This is really vital... we have large quotes but once accepted they are often billed in stages, not all at once and it's fiddly having to constantly check back and forth to see what has/hasn't been billed and how much is left to bill. Please update this urgently.
Jodie Lee
supported this idea
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An error occurred while saving the comment Jodie Lee
commented
This is really vital... we have large quotes but once accepted they are often billed in stages, not all at once and it's fiddly having to constantly check back and forth to see what has/hasn't been billed and how much is left to bill. Please update this urgently.
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42 votes
Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,
As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂
If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned.
An error occurred while saving the comment Jodie Lee
commented
Absolutely... this would save so much time and 'memory' if this could all be done in one go when approving a bill!!!
Jodie Lee
supported this idea
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An error occurred while saving the comment Jodie Lee
commented
Absolutely... this is a vital upgrade. It's all well and good adding it 'after' it's been approved, but there are two issues with this... 1. you have to remember to do it (which is fraught with danger) and 2. it seems like double-handling. If it was just another field to input when entering the bill it would make life sooo much simpler. Please add this urgently!
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38 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Jodie Lee
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65 votesJodie Lee
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265 votesJodie Lee
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8 votesJodie Lee
shared this idea
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Absolutely... we have a heap of jobs that were incorrectly started by a previous staff member and now we have to 'cancel/complete' hundreds of individual jobs!!!