Budget Naming
Would be helpful to be able to manually assign a name to the budget. Currently it automatically assigns a budget number. We would like to break out our trades and create a separate budget for each (ie paint, gutters, siding). We are able to do this by creating new budgets for each, but under the financials tab the budgets are listed by the assigned number, therefore we have to go into each one to see which trade that budget is for.
Janice Stitzer
shared this idea
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Jennifer Keefe-Rosheisen commented
Yes please!! Came here to make this suggestion and found it was already suggested. On the invoice you can add the internal note so you can see which project the invoice is for - we need the same thing on the budget. We have many repeat customers who come back for another trade and then I have to open each budget to see which one is the correct one to apply expenses.
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Caitlynne Honour commented
Repeat customer and multiple trades, this would solve a lot of confusion.
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Elizabeth Young-Dufort commented
If we could label budgets it would aid in our accuracy in entering the correct expenses in each.
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Ilse Alvarez
commented
Would like to be able to name budgets in addition to the number.
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Mike Lindberg commented
This would be very helpful in my business
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Mark Dake
commented
Yes, I don't know why It doesn't have the internal note area viewable
in the budget like the estimates and invoices