As our number of projects keeps growing, it would be great to run a report to see which billing has been approved. Currently, we have to rely on texts, emails, in person visits or drilling down into each project. Many projects have several approvers so it would be very helpful to have all the information on approvers or missing approvers in one report.
Guest
| Company | Mammoth Electric |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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Mark,
A filter would give us the information we need! If a filter can be added to the dashboard then we would not need a report.
Hey Lupe,
I'd like to make the Billing Dashboard a page you can use instead of running a report. What if we made a few changes to make it easier for you to pull the information you need?
What if we added a filter to the Billing Dashboard for the billing approval status?
This way you could find progress bills that are stuck in the approval workflow
What if we added an option to view the current workflow steps per Progress Bill from the Billing Dashboard?
This way you wouldn't need to dig into each Progress Bill to see these
Do you think this would give you the information you need or would the information you need still take to long to get?
Our Professional Services team can write this custom report for you which would the the quickest turn around.
Please let me know if you have any questions.
Mark