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It'll be great to be able to sort PO's based on what was paid.
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2
Page # & Budget Date to PDF Builders
Just like Legacy exports, it would be great to have dates on the header or footer of the PDF Builder.
1
1
Dreamwork Animation Template is Blank
Hello, I can see all other templates but an animation template, particularly Dreamwork Animation template. It is blank. Can you help with the actual template? Thanks, Anand
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1
Ability to turn on the notes for the accounts in the PDF builder.
See attachment. Notes available in Top Sheets Notes not available in Budget Accounts. I'd like them also available in the Budget Accounts
2
1
Ability to define my own variables for the PDF export
Would love to build variables myself to create variables such as {phase title}, {location}, {Deliverables}, {agency contact}, {Phase total}, etc.
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1
Have an AI prompting tool - agent to help
Build super fast budgets on the exact needs based on constraints. Work like a pilot checklist so you don't forget anything. Help educate junior producers onboarding in the system.
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1
Include account information on the The PDF export for PO exports
Have the PDF export include the account information.
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1
When you pay a PO, the account number and splits information from the PO should carry through to the Transaction and the actual
When you pay a PO, the account number and splits information from the PO should carry through to the Transaction and the actual.
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planned
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PO number should be linked and visible in all screens related to at the life of a PO
PO number should be linked and visible in all screens related to at the life of a PO: Transaction Screen should have PO column Actuals Screen should have PO column When clicking into an Actual Detail, PO number should be visible in the PO section.
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1
On the PDF templates, allow to save hide/show settings per fields and phase.
Ability to permanently hide the Actuals and Variance columns. Currently, I have to manually hide them each time and then re-adjust the columns. I would also like the Qty, Unit and Rate columns to save as well with a template.
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