Be able to quickly check amount due for a client/selection of projects
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Lisa Coulson
Currently there is no way to go to a client, select specific projects and get an overview of total amount to be billed on that date. I have clients who frequently require cost updates throughout the project. At the moment I have to use a calculator to add everything up!
Geoff Mina
Dashboard to provide a quick view of yet-to-be-billed balances on fixed fee projects.
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Lisa Coulson
Geoff Mina: Sort of... dashboard yes amazing; but in my dreams... ideally total of BOTH fixed and hourly rate with filters to select projects or clients, or all and a date. Workflow Max screenshot.
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