The ability to attach notes to a project transaction and have these notes visible within the project invoice once this transaction has been included in an invoice proposal / invoice.
Repro steps:
1. Go to company USMF in Demo build
2. Go to Project Management and Accounting > All projects
3. Select Project "000057"
4. Click Edit
5. Add a new document attachment with a type of Note
6 Go to Project>Journals>Hour add in a new hour journal
7.Go to Manage>Invoice proposal, make sure hours are selected in the transaction types, and click ok
8. Go to Manage> Invoice journals and select the newly created journal
9. Go to attachments and you will see they have not been copied.
Comments
Our customer has cases where employee is entering hours with timesheets. They also fill external document that has detailed information about what has been done. This document is now added as attachment to project and then again to invoice. So project managers need to add attachments to many places. This idea would help this business scenario as employee could add attachment on Timesheet and it could be included as attachment on project invoice without having to make new attachment.
Category: Project Accounting
There are 2 memo fields in every timesheet line, why would anybody fiddle with notes in an hour journal? I would rather ask to extend the length of the project description to at least 250 char to uptake the timesheet line note(s).
Category: Project Accounting
Annette Bruer (administrator) on 5/6/2019 2:42:40 PM
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely, Annette Bruer, PM, Microsoft