Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-1683 Better management of Analysis Types.

Analysis Types - Projects: required functions to be added Merged

  1. allow sort into alphabetical order. we have hundreds of projects and you cant even see what's already been added

  2. allow projects to be linked to customer. so we can see all project activity for a particular customer, not just by project

  3. within invoice (and any other relevant area, including incoming bank transactions) allow project to be selected by typing the first few letters of the reference. as they also aren't in order, it takes a ridiculous amount of time to find the correct project while creating the invoice.

  4. allow incoming payments and invoices to be linked to a project AFTER they have been paid/reconciled/vat return completed. this does not effect the content of the invoice. there is no reason for this not to be possible

  • Guest
  • Jan 6 2023
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