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When moving invoices to sent, the default is the date the invoice was drafted. It would be helpful to have a prompt that asks you if you would like to change the invoice to today's date before the invoice is moved to sent.
How often would you use this request?
Every invoicing cycle. |
Following up on the below. We have not seen any changes to the draft screen.
Hailey Shipman
Director of Operations
The Fuentes Firm, P.C.
5507 Louetta Rd., Suite A
Spring, TX 77379
Tel: 832-559-5536
www.fuentesfirm.com
Thank you for your feedback. Please keep a look out on Draft Invoice screen in the mid of November.
Hi Rehan,
The prompt would simply change the sent date of the invoice, the time entries and expense dates would stay the same.
For example if I drafted an invoice on October 1st and then entered some expenses on October 3rd and then sent the invoice out October 9th, the only thing that would change is that a prompt would appear when I tried to sent the invoice that asked me if I wanted to change the sent date to October 9th.
Sincerely,
Hailey Shipman
Director of Operations
The Fuentes Firm, P.C.
5507 Louetta Rd., Suite A
Spring, TX 77379
Tel: 832-559-5536
www.fuentesfirm.com
Thank you for your idea, may I ask; if you'd be prompted to use the current date, and if there were time and expense entered in between the draft and current date, would those entries be included as well?
That would be extremely helpful for our accounting department.