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  1. Bills | List View - Ability to filter by Project

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Blair Hicken commented  · 

    Project - Indicator on Bills list to show bills allocated (even partially) to Projects

    We have Vendors where all or the majority of their bills should be allocated to projects. Currently you have to open each Bill to see if any bill line has been allocated to a Project.

    Having an indicator in the Bills > List > All page and the Contact > Activity > Bills page would be helpful to ensure that each bill has been allocated to a Project.

    Alternatively, having a filter or Report (that can be exported) for Bills that have or have not been assigned to a Project.

    An error occurred while saving the comment
    Blair Hicken commented  · 

    Project - Indicator on Bills list for Bills that have been assigned (even partially) to a project.

    We have Vendors where every invoice should be assigned to an Project. We would like an indicator in the Bills List and Contacts Activity list to show which bills have been assigned to Projects.

    Currently you have to open each bill to see if the have been allocated a project.

    Blair Hicken supported this idea  ·