Progressus Software

Current project template is a line view and difficult to maneuver in. This should be a card view so the fields are more accessible and can be completed without frustration.

We need to be able to complete main projects. Currently there is no complete option. You can complete subprojects but not the main that is associated with them.

Prospect requested the ability to add "holdback" and "retention" to Vendors associated with a project.

Can the icon be different color of different visual if there is something attached. This would be helpful during approvals process

Need ability to easily fix a sales invoice that has been posted. Allow the reversal via a sales credit memo using the sales invoice like standard D365 functionality.

Allow the user to setup their own naming convention for billing cycle. This could be a numeric value or alpha numeric.

Clients have the need to track additional costs on the project such as Fringe, Overhead , G&A etc for purposes of understanding of all the costs associated to a project. They also need the ability to identify the cost types for the dollars

Some companies may desire to copy the hours too but most companies will only want to copy everything on the line but the hours

for the invoice setup options there needs to be a field for resource name (not number) and the date the time entry was made. The invoice should then show the resource, time entry, and comments that go with each entry.

Currently there is a 'blocked' field on the task. This blocking is only 'checked' at time of posting the time sheet or expense report. However, we would like the ability to post them if the entry has already occurred but prevent entry of new trans...