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Expanding tasks
I'm hoping that these requests may be part of the new estimations functionality coming soon, but I would ideally like to expand tasks to include fixed price items.
At the moment, if I have completed an element of certain projects I'll record it as being completed in my spreadsheet. I'll then collate all these items together at the end of the month and itemise them on one invoice. I can't seem to do this in FreeAgent, unless I started building the invoice at that point which doesn't seem quite right to me for some reason.
As mentioned above, ideally, I'd like to expand tasks to include fixed price items so I could record:
* My unique ID for task
* Task Description
* Amount to charge client
* Client's P/O number
* My time spent on it
* Status (i.e. Active/Completed).
Then, at the end of the month I could import both completed tasks and time spent on particular client projects.
This needs to be at a task level rather than a project level as I often end up doing lots of small tweaks/changes to separate projects...
Here's hoping something like this is coming with the estimations functionality.
At the moment, if I have completed an element of certain projects I'll record it as being completed in my spreadsheet. I'll then collate all these items together at the end of the month and itemise them on one invoice. I can't seem to do this in FreeAgent, unless I started building the invoice at that point which doesn't seem quite right to me for some reason.
As mentioned above, ideally, I'd like to expand tasks to include fixed price items so I could record:
* My unique ID for task
* Task Description
* Amount to charge client
* Client's P/O number
* My time spent on it
* Status (i.e. Active/Completed).
Then, at the end of the month I could import both completed tasks and time spent on particular client projects.
This needs to be at a task level rather than a project level as I often end up doing lots of small tweaks/changes to separate projects...
Here's hoping something like this is coming with the estimations functionality.
I’m thinking I may be asking too much!
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Inappropriate?I second the vote for expanding the tasks functionality. At the very least, I'd like to see the addition of task status (open, in progress, completed). It would also be great to assign deadlines for tasks as well.
I’m Loving FreeAgent
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Inappropriate?The initial release of estimates won't be including the level of task integration you're after I'm afraid. While I can see this is useful for some of our users lots of them don't use tasks or time at all and we want estimates to be as accessible as possible.
Once that's out the door, we'll take another look at tasks. It seems that what you're talking about is a different way altogether of dealing with projects, budgets and tasks.
I'd like to see us improving in this area too but it's going to take planning and modelling above what we're currently doing for estimates.
You're feedback is really useful in this thread though, as it'll give us a great starting point in our discussion. -
Inappropriate?Just starting to use FreeAgent in earnest (decided to start from beginning of March), and in order for me to get away from spreadsheets to track my work I really need to be able to allocate fixed prices against tasks as well as being able to mark them as unbilled/billed.
My initial workflow was as follows: I've completed some work for Client A on an hourly rate so I'll enter the time under timeslips, and now I've completed some work for Client B but I quoted him £100 to do it, where do I enter that? Must be tasks... but that doesn't give me space to link it to the value, mark it as billable and then import it into an invoice at month end. Maybe I can record the actual time I spent in a timeslip but override the value to the agreed amount (would be interesting to see my average hourly rate for a client in this case... so long as the client didn't see the time spent on invoices etc)...
I could create a new invoice and add it in there... but then I'm not ready to bill the client yet (that comes at month end) and my invoice number sequences would end up all over the place...
I’m hoping you can expand the functionality real soon so I can lose spreadsheets forever!
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Inappropriate?@djwhisky
It sounds like our forthcoming Estimates/Quotes functionality might be able to help you. In your situation you would be able to create a new quote in FreeAgent for Client B for £100 (in a very similar way to how you currently create invoices, but without the project dependency). Once you're happy with the quote and want to invoice the client, you'll be able to convert the quote into an invoice and fire it off.
How does that sound? -
Inappropriate?Hi Olly - sounds good, so long as there would be the functionality to optionally associate it with a project (think it would become unmanageable in terms of number of requests otherwise), and also so long as there would be separate "Pending/Approved/(maybe Completed)/Invoiced" statuses...?
I’m thinking i'm pushing my luck a bit now
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Inappropriate?@djwhisky you might want to look at the recent post on Estimates and chip in there. I think you'll be pleased.
http://getsatisfaction.com/freeagentc...
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