First to Site
Release 1.4

Invoicing & Financial

Invoicing & Financial - 4 items delivered in v1.4

What Was Delivered

  • Invoice table line items not carrying to CSV export Just need the line items exposed for this filter too – note that the 16 Damsfly job below is in the platform summary data table and show the ‘line items’ but when I export to excel it doesn’t carry…

  • Invoice Totals in All invoicing - Please only expose to... expose this to Matt, Gio and Luis.

  • Fix Invoice filtering When we select a date range for example as per the image - I am wanting invoicing from the period of Business hours of 1 April to 30 April - however what happens is that if I request the filter as per the image at for 1 April instead of taking 8:30am to 5pm (normal business hours) it sets it from 10:14am - please amend as this is not how it should work.

  • Expand Filters on Project Invoice summary Please add the following to the filter options:

  1. Subject
  2. Line Items

Impact

Enhanced invoicing accuracy and financial workflow reliability, reducing billing discrepancies.