Be able to quickly check amount due for a client/selection of projects
Geoff Mina
Dashboard to provide a quick view of yet-to-be-billed balances on fixed fee projects.
L
Lisa Coulson
Geoff Mina: Sort of... dashboard yes amazing; but in my dreams... ideally total of BOTH fixed and hourly rate with filters to select projects or clients, or all and a date. Workflow Max screenshot.
L
Lisa Coulson
Geoff Mina: WFM example of all due for WIP