Licence - Allow team member licenced users to add/delete job planning lines
Currently, users licenced as Team Members are unable to add/delete lines in the jobs/project module. Our unique situation is we have 20 users (technicians) who are Team Members and we want them to be able to add service/items onto jobs.
Time sheet description field length
Please consider increasing the field length of the time sheet description (where a user writes a summary of the work done on a given task) to several hundred characters (say 400 or more). Currently there is no space to write very much at all. The work done should go to the journal and ledgers, ...
Report Job Actual to budget - Add Description
The Report 1009 is missing the column "Description". It has some business value to show the description of the Item/Resource or G/L.
Posting on jobs from Servicelines
When posting a job line type "Blank", you got a warning message on screen for each line with line type "blank". We suggest to make that, a warning, you can disable in My Settings "Notification".
Automatically get Location in Job Journal as Item Journal
We use the item journal and the job journal where we post items with. Everytime we need to enter the location where the line needs to be posted on. Because we only use one location, it is annoying that we have to fill in the location in both journals. Is it possible that in a setup a default lo...
Jobs - be able link a Line type to a Jobtask to be proposed as default Linetype for posting usage to have more control on correct job posting
Hello, It would be interesting to be able to define on a Job-Taskline how usage should be posted (what Line Type should be used when posting usage). The Projectmanager who manages the job wants to have full control on how usage is posted. This could be achieved if you could link a Default Linetyp...
Undo job WIP posting to G/L
When WIP is posted in a new period, the WIP from the previous period is reversed and the new WIP is posted, both with the new posting date. By posting both the reversal and the new WIP on the new posting date, the WIP remains in the previous period. But what if you find out that the WIP in an ev...
Approval Workflow for Journals
Please add Approval Workflows for the following Journals: - Job Journal - Job G/L Journal - Item Journal - Physical Inventory Journal These are fairly important controls within an organization to prevent unauthorised adjustments.
Move Time Sheet to Archive routine to run based on filtered records on Time Sheet List
To enable easier/quicker archiving of Time Sheets enable the 'Move Time Sheet to Archive' routine to be run based on filtered records on the Time Sheet List (Page 951).
Time Sheet View - Showing the Job Name
In the table of time sheet (both manager time sheet and employee time sheet) it would be great if the reviewer and submitter could see the job name clear in the table and not just the job number, as this number might not be used other places. Thanks!!