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A few tweaks after a month of use...
Contacts tab:
Archive old project names. Separate out completed/invoiced/paid for projects somehow. I'd imagine most users are only concerned with active projects on a day-to-day basis.
Projects Tab:
Either list these alphabetically of group via client
Archive old project names. Separate out completed/invoiced/paid for projects somehow. I'd imagine most users are only concerned with active projects on a day-to-day basis. This would seriously de-clutter this list. I've only been using this for one month and our company is only one month old - what this list will look like after 12 months and we are creating projects quicker.
Time Tab:
Remove old project names. Why does it list all completed, invoiced and paid for projects still in the drop down menu when you are adding a time slip. We have only been using FA for a month and 3/4's of the projects listed are now finished - never to be touched again.
Invoices:
The ability to group multiple projects into one invoice (Ed - you have already told me how I can achieve this), to save you sending out multiple invoices. This can be done but it currently lists only the last project you add to the invoice as having a net £ total against it. All the other projects have £0 invoiced listed.
Eg: Project 1 = £10, Project 2 = £5 and Project 3 = £20 but under Projects>Completed projects they are listed as Project 1 = £0, Project 2 = £0 and Project 3 = £35. So at a glance you can't see the values of each project you have to open the communal invoice.
Thanks
Archive old project names. Separate out completed/invoiced/paid for projects somehow. I'd imagine most users are only concerned with active projects on a day-to-day basis.
Projects Tab:
Either list these alphabetically of group via client
Archive old project names. Separate out completed/invoiced/paid for projects somehow. I'd imagine most users are only concerned with active projects on a day-to-day basis. This would seriously de-clutter this list. I've only been using this for one month and our company is only one month old - what this list will look like after 12 months and we are creating projects quicker.
Time Tab:
Remove old project names. Why does it list all completed, invoiced and paid for projects still in the drop down menu when you are adding a time slip. We have only been using FA for a month and 3/4's of the projects listed are now finished - never to be touched again.
Invoices:
The ability to group multiple projects into one invoice (Ed - you have already told me how I can achieve this), to save you sending out multiple invoices. This can be done but it currently lists only the last project you add to the invoice as having a net £ total against it. All the other projects have £0 invoiced listed.
Eg: Project 1 = £10, Project 2 = £5 and Project 3 = £20 but under Projects>Completed projects they are listed as Project 1 = £0, Project 2 = £0 and Project 3 = £35. So at a glance you can't see the values of each project you have to open the communal invoice.
Thanks
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Inappropriate?Hi Tony,
Thanks for the suggestions! It sounds like most of your comments involve improved flexibility with your data. This is something we're really keen to do, and it's going to be a priority for us in the coming weeks.
Our philosophy involves giving you the tools to be able to order and sort the data in anyway you want, so we'll be introducing the ability to filter projects by active/complete, or see only overdue invoices from the last 6 months for example.
We'll be rolling out this functionality across the app a section at a time, so expect to see some changes for the better in coming releases.
Your point about completed project in the time slips drop down is a good one too, and we'll take this on board.
EMPLOYEE
