RE: Financials - Invoicing & Expenses Tab We have noticed that when we have finalised a month on this tab users can still schedule an amount to be invoiced (often accidentally) back in time to a ‘Finalised’ Financial month from the project? Suggestion is once a month is ‘ finalised’ can this month then be locked to prevent anyone scheduling by mistake back in time? Just a suggestion as this has happened a few times and causes us a lot of backtracking to make sure projects were actually billed etc.
Accounts wise this would help us immensely.
Thanks
Ivona Milanova-Thomaides
Team•
Aug 22, 2024
Hi @debbie@rhorwitz.co.uk,
Great idea! We’ve added it as new suggestion here.
Copper Corn
•
Jul 4, 2024
Lost Projects Report with Notes - Please can you add the notes field to the lost projects analysis report so that we retain important details of project. (together with source of enquiry if possible)
Ivona Milanova-Thomaides
Team•
Aug 22, 2024
Hi @Lynn Cannell, I’ve updated the original post to also include the notes field 😊
Simon Berry
Team•
Jun 14, 2024
Hi Guys - we have released a very basic version of this (still plan to add more) under Pipeline > Analysis.
Indigo Sandwich
•
Apr 29, 2024
... and for my company we use a detailed breakdown of classifications for each sub-project, so we'd need to see reasons a sub-project was lost.
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Moccasin Meerkat
Aug 16, 2024
Hi Support
RE: Financials - Invoicing & Expenses Tab
We have noticed that when we have finalised a month on this tab users can still schedule an amount to be invoiced (often accidentally) back in time to a ‘Finalised’ Financial month from the project?
Suggestion is once a month is ‘ finalised’ can this month then be locked to prevent anyone scheduling by mistake back in time?
Just a suggestion as this has happened a few times and causes us a lot of backtracking to make sure projects were actually billed etc.
Accounts wise this would help us immensely.
Thanks
Ivona Milanova-Thomaides
Aug 22, 2024
Hi @debbie@rhorwitz.co.uk,
Great idea! We’ve added it as new suggestion here.
Copper Corn
Jul 4, 2024
Lost Projects Report with Notes - Please can you add the notes field to the lost projects analysis report so that we retain important details of project. (together with source of enquiry if possible)
Ivona Milanova-Thomaides
Aug 22, 2024
Hi @Lynn Cannell,
I’ve updated the original post to also include the notes field 😊
Simon Berry
Jun 14, 2024
Hi Guys - we have released a very basic version of this (still plan to add more) under Pipeline > Analysis.
Indigo Sandwich
Apr 29, 2024
... and for my company we use a detailed breakdown of classifications for each sub-project, so we'd need to see reasons a sub-project was lost.