Billing Records - several improvements | Community
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Level 2
April 25, 2019
New

Billing Records - several improvements

  • April 25, 2019
  • 1 reply
  • 367 views

Please consider the following improvements for Billing Records:


  • Billing date should be mandatory field or set to "today" by default
  • maximum of characters should be extended
  • it should be possible to add custom forms
  • There should be an update stream;
    • Who has made changes?
    • Changes in detail
    • date of changes
  • Creator of the Billing Record should be shown


1 reply

RolandDeAuthor
Level 2
June 6, 2019

Two more thing that came to my mind.

  • It should be possible to set restrictions based on i.e. Job Role or User who is allowed to set Billing Records to "not billed"
  • Furthermore it would make sense to provide a global setting, that Billing Records with an existing "Invoice ID" cannot be deleted (same logic as with tasks that have logged hours).


Author: Stephan Siller