I propose the addition of a “draft” flag feature to all documents within Manager.io . This enhancement would enable users to prepare documents such as salaries, invoices, expenses and many others in advance, while still being able to differentiate between work that has still some pending elements an…

Why not create custom field to indicate such a status? I’m reluctant to add built-in fields that are not really doing anything.

[image] mulder: draft create custom field [image] [image] [image] [image] [image]

Custom fields work well for most purposes, but they fall short when it comes to handling draft-flagged documents, as they should not be immediately accounted for.

[image] lubos: Why not create custom field to indicate such a status? I actually like the idea that staff could draft for example invoices before they would be effected. This would not be about custom fields because assume I draft an invoice it would currently show in P&L, but what if this ne…

[image] eko: This may relate to many ideas listed about authorizations Yes. In that case this topic is already covered here: [image] Multi Level Authorization ideas It would be a nice addition to Manager, if authorizations for entiries is implemented. It is useful…

I know this is not quite what above means but I would like to see like a stamp of " Draft " kind of like a large water mark diagonally across reports if we want . Then I could email directly from manager instead of printing to PDF the opening and then doing a water mark then saving then emailing. …

By using merge tags in footers you can show the status using your custom field at the end of document (Like Paid in full Stamp). Or if you want it large and diagonally you can use Custom themes.

As custom themes will not be supported I am a bit reluctant. I already have a custom Invoice my logo is in the background right across the invoice page at top. I am hoping when lubos works on headers I will be able to do something similar. So can remove custom themes. No wait you can not do custom t…

Invoice approvals or multi-level Authorization would be a nice option for the software - it is greatly appreciated by any user particularly those medium/large organizations that are reluctant to use the so called ERPs, or those currently using QuickBooks Online Advanced for its multi-level authoriza…

Draft flag for all documents

Uncategorized

lubos May 2, 2024, 10:49pm 6

Yes. In that case this topic is already covered here:

Topic		Replies	Views
Reports water mark DRAFTS Uncategorized	4	414	May 13, 2019
Multi Level Authorization ideas	57	6695	April 17, 2026
Document storage Uncategorized	5	1320	July 19, 2016
Transaction Flag Uncategorized	4	418	June 9, 2022
Expense Claims - a thought for consideratiopn Uncategorized	1	520	March 5, 2021

Draft flag for all documents

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