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- jnhearne
- Feb 21st 2008
We go back and forth with our Accounting deptartment all day with collectibles. We are trying to keep track of this kind of stuff on the invoice. It helps to put these invoice concerns here, so we don't have to travel over to the Project notes section to find out what is happening with a particular invoice. It also allows us to attend to a specific matter pertaining to that invoice. Our Accountant is feeling a little stretched.
We would like to some how know when an invoice is created and a particular note has been made about payments, phone calls, collections, etc.
Not to mention "Payment Made" notifications would be nice too -
- Michael
- Mar 5th 2008
So it sounds like alerts when a payment is made on an invoice and if a note is made on an invoice. Does that sound correct?
On a somewhat related topic we have auto notes on an invoice on our radar. When an invoice is created an invoice note will be made with a timestamp and who created the invoice. If the invoice is emailed to someone the email will be added as a note as well. -
- jnhearne
- Mar 12th 2008
>>>So it sounds like alerts when a payment is made on an invoice and if a note is made on an invoice. Does that sound correct?
Yes. And they would have to go to people without tasks also. Right now we need this for Admins and Managers only.
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