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Project Tagging Updates

#1

Over the last month we’ve been busy working through a number of your project tagging requests to simplify the tagging of invoices, estimates, purchases and purchase orders to your projects. Here’s a brief roundup of the recent changes:

##Inline tagging for invoices, estimates and purchases

Previously you had to create your document first before applying your project tags. Now you can simply enter your tags inline when you create your invoice, estimate, purchase or purchase order.

##Setting client and supplier default project tags

If you’d like all the invoices you create for a given client or supplier to automatically adopt a common project tag (or set of tags), this can now be configured in the relevant client or supplier settings screen.

Default project tags for clients can help you group together the activity for a subset of your clients. This can be useful for sales teams when you need to assign ownership of a client to a particular member of staff and report on profitability.

##Receipt Hub tagging

Finally you can also now tag your expenses to a project directly from the Receipt Hub, you will find the new project tagging box just above the “Payment Information” section when tagging a receipt.

##Future plans

We have a number of other enhancements in the pipeline to further simplify projects.

  • Ability to show all untagged sales invoices, estimates and purchases
  • Ability to apply project tags from bank tagging (this is likely to be an optional feature).

If you’d like to see some other specific enhancements for projects, please search the forum to see if it has already been suggested and either add your vote or let us know if it hasn’t been previously covered.

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Assigning invoices and purchases to different verticals
Add project tags at the point of invoice entry
Projects listed by customer and delivery address
Dual tagging rule
Bank tagging departments/projects
pinned globally #2
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#3

Reporting across multiple tags would be really useful see my previous post below

Is it possible to report and filter on multiple project tags? ie. say a building project has build phases (groundwork, brickwork, roofing etc.) and resources ( labour, materials, plant) you may want to look at your brickwork labour costs for a certain project or your groundwork plant and material costs by a project or even total costs across all projects. Is it possible to tag costs by 1. Project, 2. Build Phase and 3. Resourcce and filter the report accordingly. This feature would make the project costing far more flexible. hope this makes sense

Thanks

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#4

I agree that this would make project reporting a little more flexible. I can’t say at this stage how difficult it would be to implement something like this, but we will certainly explore the options.

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#5

I’d love to see something where I can indicate 50% to project A and 50% to project B - I have some software products for example that share some costs, it would be great if I could add percentages to each tag entered (perhaps optionally - the absence means 100%)

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#6

@devologyrob we have explored this previously as it has been suggested by at least one other user. Unfortunately when we last reviewed, we weren’t able to find a way to integrate this, although we’re not completely ruling it out just yet.

As an alternative you could potentially use manual adjustments to handle apportioned costs.

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#7

Thanks Glenn,

Ever thought about a premium service where you can guide us during a screen share? There’s a few things I don’t quite get and it would be good to be walked through them.

Kind regards,
Rob.

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#8

We have considered this, but we just don’t have the resources to manage this right now. I know there are a couple of companies out there offering QuickFile training, I can PM some details to you if you wish?

I think in the long term we’d like to work with our existing accountant panel for delivering enhanced support.

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closed #9

This topic was automatically closed after 6 days. New replies are no longer allowed.

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