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Billing Records - several improvements

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Level 3

25-04-2019

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 Comment

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Level 3

06-06-2019

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