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'Look up address' function missing on Quote and Project Contract


When creating a new Qoute or Project Contract. In the blue ribbon the function 'Look up address' is missing. It is not possible to select another address stored for the customer as BillToAddress. 

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STATUS DETAILS
New

Missing entities in Unified Client


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STATUS DETAILS
New

Time Entry Editable Grid issues and limitations


When using editable grid for Time Entering the following issues/limitations are present:

- Not posible to change Project
- Not possible to change Project Task
- Not possible to use tab or arrows to go to next column
- Possibility to change Bookable Resource (must be n...

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STATUS DETAILS
New

Copy and Import functions on Time Entries not following Format setting 'First day of the week'


In the system setting you can select Dutch format. In 'Customizing regional options' you can change the 'First day of the week' to monday (in almost al countries first the of the week is monday). In the calander control of the Time Entries the week starts on monday. Exampl...

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STATUS DETAILS
New

Don't show message "You are updating the project reference on this contract line. This will impact any actuals logged on the project. Are you sure you want to continue?" when new project is linked to Project Contract Line


When linking a project to a project Contract Line you always get this messages "You are updating the project reference on this contract line. This will impact any actuals logged on the project. Are you sure you want to continue?" You won't want this message if there are not any Actauls logged f...

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Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Needs Votes

Possibility to create an invoice when there are no transactions ready for invoice


When there are no transactions (time, expenses or milestones) ready for invoice it is not possible to create an invoice. You can create an invoice manually with function '+ New' but this will create an invoice without Project Based Invoice Lines. In some cases you want to create an invoice when...

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Category: Project Invoicing (51)

STATUS DETAILS
Under Review

Possibility to set a starting date for the new Organizational Unit for a resource.


Currently you can only add one Organizational Unit to a Resource. When Resource is shifting from one Org. Unit to another, you cannot set a starting date. When resource is adding time this goes wrong. When you change the Org. Unit on 1/1/2021 but when resource is still adding time for 2020. Th...

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1 Comments

Category: Project Sales, Billing, Pricing and Costing (54)

STATUS DETAILS
Under Review