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Status New idea
Workspace Reckon One
Categories Reports
Created by Guest
Created on Apr 27, 2020

Ability to add <tags> to the Pay Item Notes so they appear in the invoice description

As an admin I would like to customize the way the description is shown in an invoice. It would be ideal to allow admins to select from a list of predefined tags such as <date> <employee name> to start with.

The pain point is that I have modify the description of the invoice manually every time I need to generate one. The timesheets come through but the description is too generic. Our customers demand that we specify WHO worked on it and WHEN (including time start and time finished).

Alternatively, at least give us the ability to export the timesheets so we can attach to the invoices somehow.

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