Settings and activity
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80 votes
Mags Eliades
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170 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
Mags Eliades
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177 votesMags Eliades
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8 votesMags Eliades
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11 votes
Hi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.
If this isn't suitable, could you explain bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks
Mags Eliades
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27 votesMags Eliades
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7 votesMags Eliades
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43 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Mags Eliades
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24 votes
Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
Mags Eliades
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110 votes
An error occurred while saving the comment Mags Eliades
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Critical - Customers and Clients ask for a copy of an Overpayment and we can not provide it. It then looks like the system we choose to use is inferior.
Mags Eliades
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Project Assignment has quickly become an integral part of our business. I was happy to see the "Bills Not Assigned to Project" Report. In the same vein we also definitely need the same report for "Invoices Not Assigned to Project" I am surprised that this report wasn't made available when the Bills Not Assigned Report went live. I would also really love to see a filter we can select to exclude lines on Invoices without any $$ figures from these reports. I foresee every single one of my invoices coming up on this report as I always have lines in my invoices without a price ($ Figure) where we use certain lines on our invoices for descriptions or notes to our suppliers. Thank you!!!