![]() ![]() ![]() Possibility to create dashlets of purchase orders We’ve now taken care of this issue – no more messages lost in conversion. Until now, when converting a task into an event or the other way around, the comments from the original activity were not brought over to the new one. You can use drag and drop in the timeline for multiple projects, but also in the detailed view of a specific project to modify the project phases and milestones.īringing over comments when converting activities If needed, undo all changes with a click. Plus, automatically modify related tasks and time entries accordingly. Move the phase or milestone in the timeline to push it forward or back in case there’s a road blocker. This way the relevant options are easier to find and use all over Scoro.Įasily change the length of the project phase or time of the milestone by extending/shortening the progress bar in the project timeline. The Filter button, on the other hand, includes all the options that help to define what is displayed in the list. In all the list views, we’ve gathered everything related to how the data is displayed under the View button. Or, deselect all options to hide the summary bar entirely, and save the room for other important data in the list. Just select the data important to you and easily drag and drop the order the data is displayed in. To personalize your lists, first, click the View button and then open the Summary bar dropdown in any list. It’s now up to you which data to summarize on top of every list view in Scoro, and easily get the most essential information without opening any reports. ![]() Just open the relevant report and use the company accounts filter to select the companies you wish to get reporting on. Instead of going back and forth between your company accounts attempting to see the whole picture, effortlessly create custom summarized financial reports based on the data under various company accounts. To activate it on your site, just go to Settings > Administration > Plan, add-ons and billing.įinancial reporting on multiple company accounts Note! Partial invoicing is a paid add-on. Simply add this data as a column to your list to keep track of possible billings. In addition, in the quote list, you can now view the difference between what was quoted and how much of it has been invoiced. Yellow and green indicate either partially or fully invoiced services. Gray stands for still waiting to be invoiced. In the quote detailed view, the colored dots on each product/service line give you a quick overview of whether, or in what amount the services have been invoiced. Later on, come back to the original quote and invoice for the rest with a couple of clicks. Or select specific product or service lines to include on the invoice. Choose either a certain percentage of the whole quote or a proportion of the services. How does it work? Open the quote confirmed by the customer and start compiling an invoice. Scoro’s partial invoicing makes it effortless to invoice the customer for a proportion of work and charge them for the rest when the project is finished. Or instead, invoice the customer for 30% of the quoted services in advance. Pick and choose the products or services on a quote you wish to compile an invoice for. Here it is – take a look at what’s new in Scoro. With this crisp Scoro update, we’re happy to introduce a couple of tools that make invoicing and getting quick reporting on everything your team has delivered (but also cashed in) a walk in the park. With the holiday season right around the corner, it’s time to make sure your finances are in check. ![]()
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