Summary: This feature request seeks to improve the handling and visibility of Order Numbers across jobs and invoices, ensuring consistency and integration with Xero.
Intended Outcome:
Ensure Order Numbers are correctly carried over from jobs to invoices.
Improve integration with Xero by using Order Numbers as reference numbers.
Enhance user experience by providing clear and consistent Order Number fields.
Benefits:
Streamlined process for managing Order Numbers.
Better integration with Xero, reducing manual data entry.
Increased efficiency and accuracy in invoicing and job management.
Key Features:
Order Number Transfer to Invoices:
Ensure that when an order number is filled out on a job dispatch, it is copied to the invoice created from that job.
Quote to Job Conversion:
Fix the issue where converting a quote to a job and then creating an invoice does not carry over the order number.
Mobile App Enhancements:
Add functionality to include Order Numbers on jobs created via the mobile app, ensuring they push through to the invoices.
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In Review
π‘ Feature Request
Jobs
Over 1 year ago

Phillip Brookes
Get notified by email when there are changes.
In Review
π‘ Feature Request
Jobs
Over 1 year ago

Phillip Brookes
Get notified by email when there are changes.