Richelle Brown
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26 votesRichelle Brown supported this idea ·
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An error occurred while saving the comment Richelle Brown commentedThis is exactly what the budget tracks, you can create a template to make it even easier then just go fill in the costs as they occur and add in the revenue when complete.
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59 votesRichelle Brown supported this idea ·
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70 votes
This is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
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An error occurred while saving the comment Richelle Brown commentedYou can do this and we do it all the time. You just can't do when you are adding a line, add the line first with a $0 amount and then change it to a negative number. It helps to create a template with a bunch of line items with a place holder like X or "material" and then you just edit the budget as you go with actual vendor/amount.
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An error occurred while saving the comment Richelle Brown commentedThis is especially a problem when you sync your software with Quickbooks! Please JN make this possible ASAP. I hate the EVERYONE can just add products to anything they touch!
Richelle Brown supported this idea ·
I know it's not what you are looking for, but a workaround is that when you store a document anything you type in the description box is searchable. so if you upload insurance paperwork and make it a rule to enter the claim number in the box then that claim number is searchable.