4

Can you please add a 'Create a job sales invoice' to the process menu on the job card? it's in the process menu on the list page and in the job planning lines / task lines. It should make the job invoice creation navigation a little smoother for folks who want to break up billable activities across multiple tasks.


Similarly, the picklist creation options should be added to the job list page process menu.


I'm aware it's an action on the job tasks area, but instinctively I want to bill a whole job (all tasks) via the main process menu, and only if I need to bill specific tasks am I looking at the tasks area for billing activities.

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of the functionality in See improved usability for service and projects.


Sincerely,
Andrei Panko
PM, Microsoft