Settings and activity
2 results found
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538 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Victoria Elmsly
supported this idea
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69 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
An error occurred while saving the comment An error occurred while saving the comment Victoria Elmsly
commented
Hi, we have been able to run a P&L for a project, using the filter to choose the project. This had been available for us for over three years but this past month the income is not pulling all invoices for a handful of projects.
How far up the 'Critical' list is this please?
We are a registered Charity and are required to report to our funders and require this report to do so. Therefore, this report is critical to our business.Victoria Elmsly
supported this idea
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Yes, that would be how we run the report, thank you! How can I free up some categories please? I have archived them in the tracking category area and we have less than 200 active projects.