Saturation

From customers

The Actual updates to include the invoices only after they have been paid. We’d like to understand if there is a way for the actual to be updated to reflect the invoice amounts once the invoices are approved. Or even once PO’s are approved. I’ve connected with our other Producers who have been working with Saturation far longer than I have, and they seem to be running into this. Suggestion: For the PO Phase, Allow for Options to show a Phase for "In Draft", "Waiting Approval", and "Approved". This will allow us to track approved costs and treat them as actuals instead of waiting for the invoices to get paid and having confusion since the current PO phase includes these 3 status of the PO: draft, waiting approval, approved

Would like more granular control over which line items appear in PDF exports, rather than automatically excluding all $0 rows. One possible approach would be to support an "OR" filter across different fields, so that any line containing relevant information (e.g., descriptions, notes, or text such as "WAIVED") can still be included, even if the total is $0. This would allow users to include informational or non-monetary line items, such as internal employee rows or waived charges, that are currently hidden from the export despite containing important context.

Is it possible to allow approved, live budgets to map to Quickbooks using the integration? Right now we have to manually create invoices when a project gets green-lit, which seems kind of silly since we already entered all these numbers into our Saturation budgets. Ideally, we can map multiple items on the top sheet to specific QBO products & services to combine them into a tidier invoice.

When duplicating a project currently it seems you have to re-create the PDF/report from scratch unless you save the previous version as a template. When creating multiple budget scenarios it would be helpful to be able to duplicate a budget and have the previously used report come with that new version.

Want the ability to apply rich text formatting -bold, italic, highlight, etc. - to individual lines in the Actuals log. This would let them visually distinguish sections within their actuals data, making the log easier to scan and navigate. Current behavior: Lines in the Actuals log are plain text only. No formatting options are available. Desired behavior: Can apply per-line formatting (bold, italic, underline, highlight/background color) to draw attention to or visually separate sections of the actuals log. Acceptance criteria: Lines in the Actuals log support bold formatting Lines support italic formatting Lines support highlight (background color) — at least a default highlight color, ideally a small color palette Formatting controls are accessible via toolbar and/or keyboard shortcuts (Cmd/Ctrl+B, Cmd/Ctrl+I, etc.) Formatting persists when navigating away and reloading Formatting is preserved in PDF/report exports of the Actuals log Formatting can be removed/cleared from a line