Take changes to Product pricing into account when Refresh Invoice Line Transactions button used
If additional time/expenses are submitted after an Invoice has been created, it's possible to press the "Refresh Invoice Lines Transactions" button and it update the Project-based lines. The same doesn't happen with Product-based lines.
When an Invoice has been created tha...
Indicate Products as Non-chargeable or Complimentary in Project Contracts
It would also be very nice if we could mark a Product as Non-chargeable or Complimentary just like we can with time/expenses.
Sometimes companies take the hit on licenses and increase the cost of services to make up the difference. They might still want to indicate the original co...
Adding a Resource and trying to set TimeZone
When adding a new Resource. If you set the timezone and then press save, it resets back to UTC. You have to save then set the timezone, then it sticks. This has been a problem since v1.
Cannot run workflows against Batch Job
Unless it's just that I don't know how to do it in the new UI. I cannot run workflows against Batch Job. I need to trigger a workflow to get the Utilization figured calculating but I can't find the button anywhere. It's not just the Batch Job, I can't seem to run a workflow...
Adding roles to Price list gives Dollar even if currency is GBP
My Site is in GBP and the price list I was creating was in GBP. I added some role prices and there were all in $Dollar.
Error when adding new Price list
The first time I came to create a new Price List I got an error, see attachment. It seemed to work the 2nd time I added one.
You seem to have lost the bility to scroll through records using arrows
This migth be somethign with the new UI but it didn't seem very intuitive and is a bit of a step back in my opinion.
When adding prices to a price list, especially after copying a sales price list to turn it into a cost price list, it's very useful to be able to step thro...
Got blank error when trying to publish a Product
I added a product based on a Family of type software to try out the Quantity Factor Feature. When I tried to publish the product I got a blank warning. See screenshot
All product pricing is displayed in $USD even though currency is £GBP
All product pricing seems to be displaying $ even though the currency for the org is £ (see screenshot)
Filters not carried through to Schedue board when booking
I had a role and a 2 day task in the Project. When I hit the Book button the Schedule board appeared but the Role or time needed for the job had not carried through to the Filter. It was supposed to be a functional consultant for 16 hours but instead it had 40 hours and just the start/end date...