Category field in Billable Time was recently deprecated in favour of a Custom Field, a crucial piece of functionality was lost.
I need to be able to segregate my billable-time invoices by project (what used to be called
Category and is now recorded under a Custom Field I call
Project). Previously, I could see the
Category for each item in the Uninvoiced-Time table (
Uninvoiced hyperlink) and then manually select only the ones I wanted to bill for, based on the
Category column, before clicking the
New Sales Invoice button.
Category is gone, the Custom Field that replaces it no longer appears as a column in the Uninvoiced-Time table, so I can’t tell which items to select when I want to create an invoice for a particular project. Since all of the entries’ Descriptions sound alike (“telephone consultation,” “documents review,” “face-to-face meeting”), the only way to tell which items belong to a particular project is to look in the
Billable Time table, write down the dates (Heaven forbid there are two projects with similar descriptions on the same date!), then go back to the Uninvoiced-Time table, and select the ones I’ve written down.
This is an enormous, unintentional side effect of the otherwise welcome move from
Category to Custom Field. The Uninvoiced time table should follow the
"Show as a column" preference set in the
Billable Time Custom Field configuration, and ideally there should be a Search box in the Uninvoiced-Time table, just as there is one in the
Billable Time table.