Richelle Brown
My feedback
30 results found
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213 votes
An error occurred while saving the comment An error occurred while saving the comment It would be nice to be able to export our Products & Services to Excel or to be able to print a report of all to more easily review and update as needed.
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2 votes
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11 votes
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13 votes
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41 votes
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147 votes
An error occurred while saving the comment 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.
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4 votes
An error occurred while saving the comment This 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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80 votes
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72 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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11 votes
An error occurred while saving the comment You 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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4 votes
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45 votes
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9 votes
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28 votes
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2 votes
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150 votes
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2 votes
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5 votes
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19 votes
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7 votes
JN is there a timeline update on this? When I was at the Crew event in October of 2022 the developers had me test out an early function of this...what happened?