Change the Terminology on the Jobs Module Planning Lines
The Jobs module has planning lines with type "Budget", "Billable" and "Budget and Billable". The terminology "Budget" conflicts with the true meaning of "Budgets". Budgets are usually set up-front to identify what costs and revenue are expected on a job. Actual costs and revenue can then be comp...
Add Budgets to Jobs
The jobs module is lacking the facility to create budgets for jobs and then compare the actual cost/revenue against the budget. I would suggest adding a table similar to planning lines but called "Budgets". Budgets would then be linked to Tasks just like planning lines. The budget could then ei...
Add Margin Calculations to Job Tasks
The job Tasks screen provides a very useful view of how a job is performing. One thing that our users say is missing is Margin and Margin %. When reviewing a job it is important to see if that job is profitable and this would make it easier for project managers to view the position of the job.
Option to email Customer Statements in Excel format
Some of our customers have asked us to email customer statements in Excel to make it easier to copy data into their systems