This pertains to timesheets and projects.
Currently, I'm not aware of any way to add comments at the line item level, in timesheets. As an example, I would like to add a description of the work performed, results found, etc. I would then like to see these line item-level comments show up on a sales invoice.
Currently, I have to keep track of this sort of information in a Word document, then copy the information to "comment" lines in the Sales Invoice after I've generated the sales invoice. The comment line in a sales invoice only allows for something like 55 characters, so I end up adding multiple short comment lines to describe each time charge. This results in a really amateurish looking invoice.
I would consider attaching my word document as an addendum to the invoice, when I utilize the "Post and Send" action, but there is no way to do this, other than embedding the contents of the Word document in the Custom email text. Once again, this looks quite shoddy.
Business Central Team (administrator) on 6/4/2024 1:56:25 PM