Settings and activity
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30 votes
Dominic Hampton
supported this idea
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14 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
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Dominic Hampton
commented
Add chart of account to a project task.
We have a lot of small task entries which need to appear on the invoice to a customer. The tasks (remote support / h) have a unique account (208 - remote support). When we make the invoice we have to adjust ever line item to the right account. Can this not be automated by assigning the account to the task type?
Dominic Hampton
supported this idea
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Agreed, how is this not a thing. We use projects to bill our monthly customers for support they have recived during as month. Some months this will be hours and some it will be none.
Going through each one as we expand is going to be a nightmare each month!