Selecting All Unbilled Time
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Jodie Hannus
There should be an option to select all unbilled time, with the ability to save that choice—or any other selection—as our default preference.
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Amanda Aparicio
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For now, we added an option to grab the "Last 3 Years" on Unbilled to hopefully make this process a bit easier (while still maintaining the performance of the report)!
Amanda Aparicio
Jodie Hannus and Maurice Birt, could you kindly clarify this request? Today, you have the option to go to
Billing > Unbilled
and click the checkmark next to a client's name to grab all their unbilled time to add to an invoice all at once. Are you looking for something different?M
Maurice Birt
Amanda Aparicio that will only grab the unbilled time for whatever time period you select. Here are the issues: 1) default time is previous month for some reason. I know you can change it, but that's a pain and not efficient. 2) you can't select a custom range. So if we do tax planning in Nov that we will bill with the tax return in April, there's no way to get all that time. 3) just set default period to "all" right from the start. Make people select a shorter time period if they want.
Amanda Aparicio
Maurice Birt: ah okay! This is helpful and thank you for clarifying! I'll check to see if this is possible.
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Marcy Hartung
Maurice Birt Totally agree - not having to put a date range in would help prevent errors due to oversight.
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Maurice Birt
Jodie, there are other similar requests out there. Go vote on those as well. We were told there wasn't enough interest on this issue yet.