Should be able to add cost codes well adding Bills and/or Misc. Expenses the same way you can add a new company and come back to where you left off. You don't realize you are missing it until you go to add and having to leave the page and start al...
Guest
7 months ago
in Job Cost Codes
2
Future consideration
Granting Project Access by Adding Company Contact to Project Directory
In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...
Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Add option to not create contract item when importing budget.
SOV can be vastly different from Budget. It would be helpful to have the option to not create contract items when importing the budget, so that the user can import the SOV separately without having to delete the entire list of contract items autom...