1

Time, Expense, Approval  - Approval UX & Functions

If I reject a Time Entry, the comment is written in a note at the Time Entry record. This comment is therefore not visible. Also there shown different status reason (Rejected vs. Returned). The reject comment should be written into the internal comment field or in a new field.

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
1

Time, Expense, Approval - Approval Enforcement / Financial Periods

Time entry needs possible on hold status for projects

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
1

Time, Expense, Approval - Approval Enforcement / Financial Periods

Add a setting whether it is allowed to write time on all projects or only on projects where a employee is a team member.

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
1

Time, Expense, Approval - Approval Enforcement / Financial Periods

Expense Approvals, by category should have a monetary threshold. Thus: lunch at $8.95 is less than $24.95 so no receipt required. Dinner at $44.95 is greater than $24.95 so receipt required.

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
1

Time, Expense, Approval  - Expense entry UX

Expenses: Consider writing a web resource to display the receipt. Right now it would be a lot of clicks, even with your 'go to receipts' button to review expenses with receipts

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
1

Actuals, Invoicing, Journals - Enhance invoice corrections

Time Entry Corrections / Amendments for approved time. If Time Entry has been performed and approved, there is currently no way of reversing or moving that time entry to a different project task.

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Category: Project Service Automation (167)

STATUS DETAILS
Completed
Ideas Administrator
Feature release with PSA 3.x
1

Resource Management  - Resource UX

Ability to go back in time and see actuals on the resource availability screen, as well as the resource utilization (less important).
Ability to see the project or role budget when scheduling on the resource availability.
Limit access to schedule resources to certain people by organizat...

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Category: Project Service Automation (167)

STATUS DETAILS
Under Review
1

Overall - Moca for Quotes

Open up quotes entity on MOCA client in at least read only, that way when the sales person is in the field the sales person can see existing quotes created for a customer and if a word template is created for a printable document that can be generated from MOCA

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Category: Project Service Automation (167)

STATUS DETAILS
Needs Votes
1

Deal Management - More Pricing Dimensions

Work location (City/Country, Onsite/Offshore)
Overtime, Straight Time
Extensible pricing framework so customer can plug in whatever dimensions they want for cost and sales

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Category: Project Service Automation (167)

STATUS DETAILS
Completed
Ideas Administrator
This has been delivered
1

Deal Management - Discounting Project based Quote lines

At the Quote header or Quote line or by applying role based pricing

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Category: Project Service Automation (167)

STATUS DETAILS
Needs Votes