I think Belinda's proposal makes sense. Operational / uninvoiced tasks and expenses have their own tab. Completed / invoiced tasks and expenses serve little purpose other than to reference standardised wording etc, which would not be lost if an archive tab is provided. Rosemarie's concerns about tasks being deleted has never been part of this proposal.
The amount of time added to invoicing is significant for complex long running projects with 15-20 site visits / tasks and associated reporting and expenses every month.
It is quite sad that community forums are the only place these matters seem to be discussed. It would be nice to hear some feedback from a Xero developer as to why something seemingly so simple cannot be implemented or even considered. Particularly in light of their wllingness to implement price increase whilst costing me productivity.
I think Belinda's proposal makes sense. Operational / uninvoiced tasks and expenses have their own tab. Completed / invoiced tasks and expenses serve little purpose other than to reference standardised wording etc, which would not be lost if an archive tab is provided. Rosemarie's concerns about tasks being deleted has never been part of this proposal.
The amount of time added to invoicing is significant for complex long running projects with 15-20 site visits / tasks and associated reporting and expenses every month.
It is quite sad that community forums are the only place these matters seem to be discussed. It would be nice to hear some feedback from a Xero developer as to why something seemingly so simple cannot be implemented or even considered. Particularly in light of their wllingness to implement price increase whilst costing me productivity.