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Ability to copy and paste subaccounts
Want the ability to copy and paste a subaccount into another subaccount or parent account. Currently, can only copy and paste the value of cells one at a time. This would save us a lot of time.
0
1
Fringes - Totals
I would like the ability to the see the each Fringes total on Top Sheet but with the option for them to not be seen when exported to PDF.
0
1
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.
0
3
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.
1
2
Sign & Send Contracts
Anytime I works with clients I have them sign contracts so just wondering if that’s an option you offered!
0
8
Iphone App
Would love the ability to access via iphone app that displays properly. Very handy for field updates or on the go.
1
17
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!
2
11
Ability to hide markup rows in exported top sheet
I want the ability to hide markup rows in my top sheet PDF so that they don't show up for my clients.
1
1
Tag Tally
Would be great to keep a running tally of different tags. E.g. I can keep a running tally of distant and local hires via tags.
0
1
Virtual Cards
Is there a way to require receipt submission for the virtual card
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2
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