Progressus Software
Next-Generation Professional Services Automation
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Dates of approvals
You can't see which date anything was approved. Specifically, if i have a subcontract approved by approval level 1 but not 2, i can't tell if the approver has been sitting on it a day or a month.
Created 17 Apr 20:01 by Jennifer Golter
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One screen encompassing all types of approvals
Approvers should be able to go to one screen to approve subcontracts, budgets, change orders, payment requests, etc
Created 17 Apr 19:59 by Jennifer Golter
Projects
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Add Shipping Address to Project Card
Frequently clients have shipping address different than billing address. Please add shipping address to Project Card. This address should default to the Sales Invoice shipping address when created from a project. Shipping Address should default to...
Created 21 Dec 18:55 by Kim Bateson
Projects
Planned
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Ability to write up/write down invoice lines and not result in WIP adjustment
WIP has the option to post based on the usage line. Frequently customers will relieve WIP using the sales line posting to reduce WIP balanceIf the timesheet usage line has 10 hours but they adjust the billing quantity to 8 hours the following will...
Created 26 Jun 14:52 by Guest
WIP
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Ability to enter billing rates (prices) that have more than 2 decimals
Customers frequently have a combination of rates that they want to accumulate into one billing rate (ie they have direct rate plus OH rate plus Fringe rate). They may want to roll these rates up to one line on the invoice as a billing value. Howev...
Created 26 Jun 13:59 by Guest
Billing
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Hide resources with no time sheets from showing in the Timesheet status
Currently all resources show in the Timesheet status view, regardless if they have timesheets or not. It would be good to hide resources with no time sheets from this view, or to add a filter to not show resources that are blocked/where use time s...
Created 11 May 10:40 by David Embretsen
Timesheets
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Add Expense receipt attachments to Expense Sheet report
Customers attach receipts to line items on the expense report. Include those receipts on the Expense sheet report
Created 21 Feb 16:18 by Guest
Expenses
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Hour Bank availability should be date sensitive
Customers send sales invoices with a posting date to make hours available. However the timesheet process to assess the availability of hour banks does not evaluate the timesheet date against the hour bank availability date
Created 25 Aug 15:52 by Kim Bateson
Billing
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Add defaults for inserting new tasks
When you currently add a new task from the project subform it sets the status to planning. It either need to default to the project status or we need to be able to set what the default status should be on the project.
Created 20 Aug 12:44 by Tasha Anspach
Projects
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Display only labor task on timesheet and expense type task on expense entry
Task has no flags for labor related or expense related and thus can't be controlled which task displays on the timecard and on expenses. additional flags needed on the task card to identify as time related or expense related and display as such on...
Created 06 Feb 20:44 by Guest
Timesheets
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