Ability to drill down on transactions that appear in Project P & L report. Currently, clicking on an amount takes you to all transaction in the particular income/expense account not just the transactions relating to the project. Would like the...
A Calendar located in the dashboard to assist customers with their business planning
A calendar that is located in the dashboard for a business to better plan their day. By scheduling their time into the R1 calendar which would could then bump reminders to the mobile app. R1 Admins could schedule their employees work days by acces...
Have the ability to see margin by project / job and by customer
When reviewing customers data and strategic account management it is vital to be able to see which customers generate the hightst profit not only in absolute terms but a %GP.
Project List more itemised - itemised reports in P&L
After entering in all costings and allocated to various projects - all i get is the project names in the Project List report and in the P&L report it is a final figure not itemised per entry/ supplier/ amount etc.. So the project is a bit of a...
Most non-profits / charities have various fund allocations within a central bank account and need a process to monitor the "balance" of these designated funds. The "Projects" function cannot completely do this task, particularly if funds are alloc...
Chart of Accounts - setting for each account that assignment to a Project is mandatory
All our Revenue and COGS accounts must have a project assignment. We will spend hours tracing transactions to these accounts where an assignment is missing
Allow quick access to a project from invoice list or invoice details
Hi there.
I'd like to be able to quickly access a project (with an hyperlink) from the invoices overview or, failing that, from an invoice's detail by making the "Project" item an hyperlink to the actual project.
Right now this operation require...