User Profile

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...

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Category: General (1705)

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Needs Votes

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.



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1 Comments

Category: General (1705)

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Needs Votes

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 ...

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Category: Project Management (196)

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Needs Votes

"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...

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Category: Project Management (196)

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Needs Votes

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...

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Category: Project Management (196)

STATUS DETAILS
Needs Votes

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...

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0 Comments

Category: Project Management (196)

STATUS DETAILS
Needs Votes