Saturation

A payment's approval history (submitted, auto-approved, approved or rejected) only shows on the Payment. The linked Transaction's Activity has none of it. People working from the Transactions page can't see who approved a payment, or whether it was approved at all, without knowing to go look at the Payment.

Approvals waiting on a user only show up in two places: the unread counter on the Tasks tab in the left nav, and the approver email. Nothing shows in the notification bell. Current behavior The item appears under Tasks, and the unread counter there goes up. The approver gets an email. The bell doesn't change: no notification and no unread count. Proposed behavior When a PO, Payment or Payment Request is waiting on a user's approval, that user gets a notification in the bell and the unread count goes up. Clicking the notification opens the item that needs approval, or the task in Tasks. The notification only goes to approvers whose step is active. In a flow where approvals go in order, later approvers get notified once their step starts. Optional: Add a setting in notification preferences for "Approval requests" (bell, email or both), so users can turn bell pings on or off.

Make the PO log block in the PDF export or even the PO CSV export more comprehensive of the detailed breakdown of the POS - not efficient to do it one by one

Would be nice to see in Activity in the PO page for any status of linked transactions or even manually created ones, etc.

Let users change a document's Type (e.g., Invoice, Receipt, Schedule, W-9) from the Documents page.

Let users tag more than one contact on a single budget line. example: to send multiple vendor payments for per diem

Add grand totals to the Accounts Block so account totals can be reconciled against the Topsheet block grand total without manual calculation.

Collapse does not preserve previously original values on the line including the QTY, Rate, Fringe, etc. An Undo function would be great.

Allow for a "Re-invite to onboard" button on contacts that have already onboarded show by default This would be nice with a "Date last onboarded" when working with vendors if there are new documents to sign or new information to collect

Instead of having to add a tag filter per Actual or PO phase when you add more than one Actual or PO phases to make them distinct, allow an option to tie transactions to an Actual and PO phase per Estimate phase. This request is mainly for episodic work. --- Summary Let users tie an Actual phase and a PO phase directly to an Estimate phase, so transactions roll up to the right estimate without a separate tag filter on every Actual or PO phase. Problem When a budget has more than one Actual or PO phase, the only way to keep them apart is to add a tag filter to each phase. For episodic work this becomes a lot of setup and upkeep: Every episode needs its own Actual and PO phase, and each one needs its own tag filter. Every transaction has to be tagged correctly, or it lands in the wrong phase or doesn't show up at all. Adding episodes means setting up filters again each time, so the work grows with the season. It's easy to get a filter or tag wrong, and the mistake only shows up when numbers look off in reporting. Proposed solution Add an option on each Estimate phase to pick its linked Actual phase and PO phase. Transactions assigned to a linked Actual or PO phase roll up to the matching Estimate phase automatically. Estimate vs. Actual vs. PO comparisons work per phase (for example, Ep. 101 Estimate ↔ Ep. 101 Actuals ↔ Ep. 101 POs). Tag filters stay available as an optional extra layer, but you no longer need them just to keep phases apart. Optional: when you create a new Estimate phase, offer to create its linked Actual and PO phases at the same time. Primary use case Episodic productions (TV series, multi-episode digital content) with one Estimate phase per episode or block, each needing its own Actuals and POs tracked against it. Benefits Much less setup per episode and per season. Fewer miscoded transactions and less reconciliation work. Cleaner per-episode cost reporting. Faster setup for new episodes partway through a season. Acceptance criteria A user can link one Actual phase and one PO phase to an Estimate phase. Transactions in a linked phase show up against the correct Estimate phase in budget views and reports. Linked phases stay distinct without any tag filters. Existing budgets that use tag filters keep working unchanged.