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Product Ideas

Jobs: Include transaction history in Job Information window

mcv
Experienced Cover User
Experienced Cover User

45Posts

39Kudos

0Solutions

45 Posts
Experienced Cover User

in the job list tab from the list drop down we can see the job name/description/invoice/cost/espense

 

when we click on the white arrow we can see the job information but we cant access any of the other information...

 

can we link that with 3 arrows with each  - invoicess / costs / expenses

 

"Job Information / costing"

Current Status: Archived
Last Changed: October 2018

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

4 Comments
Liam_M
3,488 Posts
Former Staff

Hello @mcv 

Thanks for the suggestion. Can you please clarify what information you would like to see linked. Would you like to see a list of transactions by account type (income, cost of sales and expense) filtered by job, or would you like to see other information, such as one of the job reports.

mcv
Experienced Cover User
45 Posts
Experienced Cover User

I found if you click on the find transactions drop down at the bottom of the command centre you can select job - put in your number and date and there is the information i am after.

 

can we have a button inside the job window(after selecting the job from the job list)  that takes us to the same find transactions tab with the job number already selected ????

 

 

Liam_M
3,488 Posts
Former Staff

Thanks for clarifying that. Anyone who would like a link to the find transactions screen filtered by job from within a job listings, please cast your vote here.

Steven_M
45,180 Posts
Former Staff

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages