Settings and activity
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1 vote
Kerry Longley
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4 votesKerry Longley
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31 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Kerry Longley
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102 votesKerry Longley
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97 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Kerry Longley
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202 votesKerry Longley
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35 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?
Kerry Longley
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23 votes
An error occurred while saving the comment Kerry Longley
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2 votesKerry Longley
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2 votesKerry Longley
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I agree wholeheartedly, the projects module is very clunky and not at all intuitive - just the simple things like it showing purchase invoice numbers, suppliers and dates! The supplier contact module could also do with having a column showing the project each invoice is assigned to. Surely these are simple additions???