Settings and activity
8 results found
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51 votes
An error occurred while saving the comment 
Jenny Maguire
supported this idea
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2 votes
An error occurred while saving the comment Jenny Maguire
commented
I agree with this, we use projects all the time and bulk assigning credit note lines would be such a time saver. I also agree with the comment of assigning journal entries to Projects.
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108 votesJenny Maguire
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836 votesJenny Maguire
supported this idea
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10 votes
An error occurred while saving the comment Jenny Maguire
commented
This would also be a great feature. We assign inventory items as expenses to projects, but invoice our customers on a different schedule. We still need to know what inventory items are used in the project, but don't want to physically invoice these items to the customer. It would be great if you could use the 'mark as invoiced' option to update the inventory figures. ie 1 x inventory item is assigned as an expense in projects, if you mark it as invoiced, the inventory level is reduced by 1 x item.
Jenny Maguire
supported this idea
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31 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
An error occurred while saving the comment Jenny Maguire
commented
I agree, it would be great to be able to assign bills to closed projects, we often receive invoices for remedial work after the project has been delivered, the in progress screen gets pretty full and confusing if multiple users are looking at projects for different info.
Jenny Maguire
supported this idea
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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
Jenny Maguire
supported this idea
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136 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Jenny Maguire
supported this idea
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It would be great for approvers and management to see the payroll calendar without having access to confidential payroll information, is this possible?