At present the only report available is a global report based on active or completed projects. It also shows inc VAT info only - which is very strange. It would make the system much more manageable if a selection criteria was included based upon a...
Projects are a great way to track the timeline but it would be much easer if you could have more than just Active, Completed and Archived. An open field selection where you could customize the Project status would be the best but adding a few more...
Please can you improve cost centre functionality. Currently we have to use "Projects" which is very one dimensional & we can't even download P&L activity to include the project field. Very limiting unfortunately
In each Project, ability to produce a downloadable word doc which we could email to clients so they can sign off on the project (as you can for invoices and quotes)
What we want is basically a download/print button at the top right of the screen, as you have in the invoices and quotes sections, so that we can download a one page word doc containing all the info contained in the Project Order Details box, incl...
When I import the bank I want to immediately allocate to one project rather than have to duplicate my work and go back after and repost. Also for historic work, I should be able to allocate all invoices from one customer to a project as one entry....
The current Sales Invoice view screen includes the heading "Project". Therefore, it can be easily seen what invoices have been assigned to a project and more importantly which have not! Unfortunately, the Purchase Invoice view screen does not cont...
When opening a Purchase, you currently have to press the Edit button to view which project it refers to and then re-save the purchase. It would be quicker and more convenient for the project to be shown immediately upon opening a purchase, rather ...