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Invoicing
Just doing my first proper months invoicing with FreeAgent and finding it a bit weird that there's not a screen that lists every project with either unbilled time, unbilled expenses or unbilled approved estimates - that way I could work my way down the list creating invoices at month end. At the moment I feel I'm jumping back and forth between lots of screens to work out what I need to invoice...?
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Inappropriate?Also, it would be nice when viewing an Estimate if you could click up a level to see all estimates for that project in order to check to see if there's anything else from that project to bill... at the moment I'm having to go round the houses to check.1 Comment
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This is one of the best points
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There's 2 things involved here I think:
1) Improving the Project display page so it shows a better list of all the Invoices, Estimates etc involved
2) Possibly introducing a breadcrumb trail for your current position in the app. e.g. Contact Name > Project Name > Estimate
Number 1) is something we definitely want to do and we've talked about Number 2) but is tricking fitting it into the UI without cluttering it. -
Inappropriate?1) Think as I mentioned in a previous thread, having a screen (maybe dashboard on the home screen that showed those un-invoiced items (time, approved (or ready to bill) estimates, expenses) would work for me.
2) Breadcrumbs would be amazing - Think you could put it as a line at the same level as the current Help link but left aligned - this seems to be somewhere where there's a gap at present on every page - maybe colour it so it wasn't so in-your-face - grey background - dark grey text? don't think that would clutter too much??
