Project Status - Waiting on Client
T
Tanya Bartholomew
It would be great if there were another project status that could be allocated to a project (not a tag) that can be used when all the internal jobs have been completed; it's just the client tasks left to do.
E.g. I created a recurring project for my client for weekly bookkeeping tasks - when we complete all the internal tasks, e.g. payroll, accounts payable, we send the client their tasks with Bank ABA files and reports, etc. We don't need to do anything else internally, but if we mark all our internal jobs complete, it closes the job (unless we untick this setting in the company set-up).
If this could go to another status, e.g. (Waiting on Client), instead of closing the job or having to leave it open with another internal task. Then, when the client completes their tasks, we can be assured the client has paid staff/AP, and then this will close the job.
We don't need it in our open work because we technically have nothing left to do.
Hopefully I've explained this without too much confusion 🤪
Fin agrees with me �
Photo Viewer
View photos in a modal
Log In