list of services for quotes and invoices

jeremie dejonghe's Avatar

jeremie dejonghe

09 Apr, 2013 04:45 PM

is it possible to have the ability to record a number of services or products and add self-completion.
The system shows the last item which works well but it should be coupled with items recorded
Do you have a road map, a git or svn to see the intended cashboard.
Anyway thank you for your solution. I use it full time for 5 days and I find it great. bravo

  1. Support Staff 1 Posted by Seth B on 09 Apr, 2013 07:47 PM

    Seth B's Avatar

    Hi Jeremie,

    Any item that you create on an invoice, estimate, or project will be automatically stored for future use.

    When you go to create other items inside Cashboard, you will be presented with an autocomplete list, allowing you to choose from previously created items.

    There is no "list" to manage, or edit. We handle that automatically for you.

    As far as a "road map", we do have one internally, but we don't share that publicly at this time, nor intend to in the future.

  2. Seth B closed this discussion on 09 Apr, 2013 07:47 PM.

  3. jeremie dejonghe re-opened this discussion on 10 Apr, 2013 08:56 AM

  4. 2 Posted by jeremie dejongh... on 10 Apr, 2013 08:56 AM

    jeremie dejonghe's Avatar

    Hello,
    I understood the system and I think it's great. By cons when it manages a service company it is possible that the service would be identical, but their description change. With your method, the latter description is used, which complicates management services. Because the latter description is not necessarily the basic description. If you could choose between the last items and preconfigured items, it would be easier

  5. Support Staff 3 Posted by Seth B on 11 Apr, 2013 02:47 AM

    Seth B's Avatar

    Cool, thanks for the feedback.

    I'll consider that if we ever decide to allow managing the globally saved items used for autocomplete.

    One thing I'd like to point out is that it's possible to manage "lists" of items today.

    Cashboard offers the ability to "import items" from multiple estimates or invoices. You can also "duplicate" any estimate or invoice inside the system. So, if you have a common list of items you routinely invoice for, you could create a "stock invoice" and duplicate that, or import the items onto any new invoice.

    The same thing goes for estimates.

  6. Seth B closed this discussion on 11 Apr, 2013 02:47 AM.

  7. Seth B re-opened this discussion on 11 Apr, 2013 02:47 AM

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac