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Add a frequency option of JOB or PROJECT to p-card spend limits
I want to be able to use the same physical p-card across multiple projects and I need to reset the spend limit each time we start a new project. It would be helpful to have a spend limit frequency option for PROJECT so that it resets the limit for each project without the need to increase the total spend limit on the card.
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Add a "Needs Reimbursement" status for actuals
There are times when payments to vendor invoices are done via a personal credit card or bank account but those payments need to get reimbursed by the company. It would be helpful to have a new status "Needs Reimbursement" in the status drop down menu on the Actuals table to track these payments.
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1
Budgets should use rates from contact card
Each contact card has a rate field and it would be great if by entering the vendor for a line item, the rate would automatically be populated from the contact card.
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1
Drag and drop to move one account into another
Want the ability to drag one account (account B) into another (account A) to make account B a subaccount on the budget.
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2
reimbursement forms for a budget
it would be great if you could make a form that we could customize for a project for subcontractors to submit a reimbursement form against that budget we can except it, and then it’s added to the actuals
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6
Ability to share project space
I have a project space with multiple budgets. I want to be able to share the space with one or more members vs needing to give permission one budget at a time.
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1
History: Deleted budgets
Hi! I'd love if Saturation kept a 30-day history of deleted files, similar to Google Drive or Dropbox, so that one can retrieve deleted budgets within a certain time frame (without asking support to do it on one's behalf). Thanks!
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8
Version History or Undo to Prevent Breaking Budget
The collapse action blows up that specific section, so it would be extremely useful to either be able to rollback or have access to previous versions, or at the very least, undo!
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10
Iphone App
Would love the ability to access via iphone app that displays properly. Very handy for field updates or on the go.
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16
Notes for phase
Hi! When you have created several phases, the NOTES column remains the same for all. Can be useful if we can have a NOTE column per phase. Thanks
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