4

Bundle Support

We use product *bundles* today to group together various items that we sell. But because PSA doesn't support bundles yet, we can't leverage that functionality to help ensure we're in a good position once a sale closes out.

Read more...

1 Comments

Read more... 1 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
New
5

Include Complimentary billing type for Project Tasks

Projects (and project plans) typically include tasks that are billable. They also include tasks that cannot be billed to the client and are marked as are non-billable (travel, internal handovers etc.) and tasks that are complimentary (consultancy's investment in learning a new technology for this...

Read more...

0 Comments

Read more... 0 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
New
5

Include Complimentary billing type for Roles

Projects (and project plans) typically include tasks that are billable. They also include tasks that cannot be billed to the client and are marked as are non-billable (travel, internal handovers etc.) and tasks that are complimentary (consultancy's investment in learning a new technology for this...

Read more...

0 Comments

Read more... 0 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
New
16

More than 1 project contract in 1 invoice

There is a need to be able to incorporate more than 1 contract of the same customer in 1 invoice, to reduce the number of invoices a customer will receive.

Read more...

0 Comments

Read more... 0 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
New
6

Change the Calling User Context of the "Import from Project Estimates" Plugins to system user

The Pluigins CreateQuoteLineDetailsFromEstimate (quote) and CreateContractLineDetailsfromEstimate (salesorder) should be run at the context of the System user. At this time it runs at the calling user who needs certain privileges. One of those is the creation of products. This is not in every Sce...

Read more...

1 Comments

Read more... 1 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
New
10

Project Contract Milestones - Don't Lock Fields when "Not Ready for invoicing"

In version 2.4, when you create a project contract milestone it currently locks some fields on the form that I think should stay open including: 1. Milestone Name 2. Milestone Date 3. Line Amount I did the following in our environment: 1. Changed fields to not be read-only on the form 2. Se...

Read more...

0 Comments

Read more... 0 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
New
8

Enable "Correct this invoice" for Product-based Lines

Please extend the "Correct this invoice" functionality to cover scenarios where an Invoice has been confirmed and Product-based Lines have to be corrected.

Read more...

0 Comments

Read more... 0 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
New
17

Allow to set Actuals to "Ready/Not ready to Invoice" from Order and Project entities

Being able to set Actuals to "Ready/Not Ready to Invoice" on Order and Project (from related records) will streamline invoicing greatly and will also be a big boost to user experience. At the moment we are getting constant feedback that users do not want to perform this functionality from Actuals...

Read more...

0 Comments

Read more... 0 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
Completed
11

Add "Not ready to Invoice" on Billing status option set on Actuals

I have a suggestion to improve the Billing status field on Actuals. Instead of having "N/A" as the status for "Not ready to invoice", could the team add an option with a text "Not ready to Invoice" to the option set? This would make it easier to use the field: 1. Not having a "Not ready to invoi...

Read more...

0 Comments

Read more... 0 Comments

Category: Costing, Pricing and billing (9)

STATUS DETAILS
Under Review