I’ve assigned various default project tags to customers to track returns from marketing efforts and use the bulk import functions for creating invoices.
I can’t find a way to get those project tags assigned to the invoices when using the import function.
The only option post import appears to be an option to bulk assign by invoice rather than by client
Is there any way of doing this other than by manually creating invoices instead, client by client? Otherwise this negates the bulk invoice import which is a fantastic tool
Apologies for the delay in responding to your post.
I’ve asked our development team to take a look at this as I believe the client default tags should be picked up when importing the invoices.
This is the only way unfortunately. Do you have many clients you would need to add these tags for? You can view the invoices on a client by client basis (in which case you can then bulk tag them to all invoices for the same client).
there’s a couple hundred and around 50/100 have usually 1-2 fresh invoices each day so to manually tag each client’s new daily invoices would be incredibly time consuming
personally I find the bulk import of invoices the best feature of this software and is the reason I subscribe. Auto tagging invoices with a project by client is a really good way to calculate revenue from different marketing options as you can create a life time value of each marketing source.
will you be able to add this option in the near future as it looks like you intended the default project tags to be capable of being picked up on import?
I’ve asked our development team to take a look. If it’s a bug, we’ll certainly fix this. If it’s not intended, then we can certainly consider it as a feature.
Once our team have taken a look and come back to me, I’ll let you know so we know how to progress with this going forward.