Settings and activity
11 results found
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150 votes
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Rob Dash
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35 votes
An error occurred while saving the comment Rob Dash
commented
so frustrating that such a menial task has not been streamlined
Rob Dash
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9 votesRob Dash
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45 votesRob Dash
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24 votes
Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start & end dates that we can track too. 🙂
Rob Dash
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139 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Rob Dash
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21 votesRob Dash
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30 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?
Rob Dash
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183 votesRob Dash
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739 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Rob Dash
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11 votesRob Dash
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What makes it extra frustrating is that the Purchase Order already has a link to the bill when it is in the Billed stage. But the link is in history and notes, so it cannot be picked up by zapier, Make.. etc. Nor can it be exported in a spreadsheet. Having a link that cannot be automated is pretty frustrating