Feature Requests

As a user i want to post a lump sum credit from a vendor that encompasses a years worth of invoices without having to select every invoice, or create a credit note for every invoice. It's tedious and time consuming when i only have one credit note from the vendor. User should be able to not have to select an invoice, but select a job the credit will be applied against. select the vendor, enter the amount, upload the credit note from the vendor.

File Audit (checklist of things customs created by org to close job)

Better "Register Invoice" flow. Xero-like. Show a preview to side, add OCR

Custom workflows based on record statuses

Contract Statuses

Hey, I noticed that base has been slowing down every now and then, nothing drastic, but in the future I want to make sure when base scales, so does the speed, and we can focus on eliminating bottlenecks either in the front end, back end, or within the infrastructure. currently: generating billing packets can take some time to complete... jobs with a bunch of files can sometimes generate faster than let's say a job with a couple lines. viewing "50" "75" or "100" items on the page can also slow down base.. (instead of the default 25 per page view) I can expand on this request down the road. Thanks!

invoices that don't need POs sitting in "approved" section can get mixed with other invoices that need "full approval" (I.E. invoices that need POs or WOs or SES's. Feature Idea: Add: "Edit Job Feature" within --> A/R --> Invoice Tables --> approvals --> details page --> details section Something like this. editing a job description from the approved invoices section will allow a much faster process in finalizing invoices. UPDATE: So regarding that “a/r invoice distinction” I think I may have an idea… is there any info to the actual “approver” when someone approves an invoice? For example: Allseas agent goes in and approves an invoice Francis goes in and approves an invoice Is there info other than the name to distinguish between these two? Like is there an email attached to the name or is there a number assigned to the name on the backend? I say this because what if: someone outside the company approves an invoice —> that invoice changes to “outside approved” or something. then there could be “approved” and “outside approved” Because… when someone outside the company approves the invoice (like allseas)… it gets mixed with invoices we approve.. This is a problem because when outside parties approve it, they still need put the PO file in the job for it to be complete. They don’t do it themselves, they email us the PO and we drop it in the files section. So essentially, some approved invoices aren’t actually completed yet since not all the info is there From Austin: "Yeah totally! Theres identifiers we can pull - everyone in Allseas is considered a "GUEST" member of the organization. I'm not sure if we want to blanket any rules over that identifier though... Because in theory you could have guest members within your own org."