Merge Report/Reports menus
There's several list pages where there is both a "Report" and a "Reports" menu option exist. It would be cleaner for navigation and screen real estate if these were merged into a single menu option. the additional reports from the "reports" option can be filed in an "Additional" category, if t...
Recurring Journal - Improve Language
Currently recurring general journal entries will not post if the posting date of the recurring journal line(s) are a date after the work date of the user. This is great behaviour and good protection against accidentally posting these entries too far into the future.
Standardize Jobs "Process Menu"
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 ...
"Job WIP" page navigation improvements, naming
Add links to the "Job Wip" page from the job and/or the job list. it's a handy page and easier navigation to it would probably be a win for new customer onboarding. There's no other good place to view errors/warnings from WIP calculations.
Suggested option would be to label i...
Add Time & Materials to out of box WIP calculation Methods
I know it's easy to add manually, but an out of the box "Time and Materials" job wip method would be fantastic and tiny. It's such a common method for billing a project, or as a complimentary portion of a project (for Fixed + T&M structured deals). It feels common enough it should make the lis...
Edit in Excel-Job Tasks link addition
Add an edit-in-excel link to the job tasks portion of the job card. It should link to the existing edit-in-excel table "Job_Task_Lines". screenshot for where I'm talking about. It's a useful alternative to the template jobs copy tasks method, and has been handy in troubleshooting so easier nav...