list of services for quotes and invoices
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
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Support Staff 1 Posted by Seth B on Apr 09, 2013 @ 07:47 PM
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.
Seth B closed this discussion on Apr 09, 2013 @ 07:47 PM.
jeremie dejonghe re-opened this discussion on Apr 10, 2013 @ 08:56 AM
2 Posted by jeremie dejongh... on Apr 10, 2013 @ 08:56 AM
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
Support Staff 3 Posted by Seth B on Apr 11, 2013 @ 02:47 AM
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.
Seth B closed this discussion on Apr 11, 2013 @ 02:47 AM.
Seth B re-opened this discussion on Apr 11, 2013 @ 02:47 AM