REPORT ON REAL NUMBERS ON CANCELLED PROJECTS
If a Project manager sets a project to "cancelled", they will be able to set real values (sales and revenue) if any earnings have been made on the project. The estimated sales and estimated revenue will be set to Real sales and Real revenue for the cancelled projects. Previously, this was only applicable to "Finished" projects. Now, it is possible to report on real numbers on cancelled projects.
WHY THE CHANGE
This need has previously been requested by customers and with Covid-19 being the core factor in projects being cancelled this year, we saw that this was crucial for a lot of our customers and therefore prioritised this.
This makes it easier for companies to determine how much revenue has been lost or earnt due to Covid-19.
NEED MORE INFORMATION?
If the details you require are not fulfilled by the update above, and you need a report which is more specific to your company, please contact us at firstname.lastname@example.org where we can discuss your needs for reporting further.
SEND AN EMAIL WITH INVOICE PDF WHEN CREDITING A CUSTOMER INVOICE SPECIFICATION
In Office settings there is an option to define an email address for sending invoice copies to. So when creating an invoice, it has been possible to send an email and choose the receiver. However, when crediting an existing invoice, there was no option to send the invoice credit note from this stage.
Now, it is possible to send an email with the attached invoice pdf right away when crediting a customer offer or form invoice. When clicking to credit an invoice, an email dialog will appear where Project managers can define their own text, select a recipient and send an email:
📌 Define these email addresses in Office settings
In Office settings 'Copy all emails to' should have a BCC recipient address for the credit invoice email.
In Office settings 'Send a copy of CC receipts to email' should have a CC recipient address for the credit invoice email if the form of payment is credit card.