Suggestion/Request: Allow the definition of optional
Customers), so that anything that can be assigned to a
Billable Expenses) can be assigned to a
Customer) and broken out accordingly on Sales Invoices and all Reports.
This would replace and greatly expand the functionality of the
Category field for
Billable time, by providing a structured field that can be used to classify different projects for each customer.
Several of my multi-project clients, for example, require that I invoice them for each project separately. My workaround is to use a distinct
Category field for each project/job when I post the hours as
Billable time, then create a separate
Sales invoice for each project by selective clicking the appropriate items. It would be great if this could happen automagically, especially if reports that currently break things out by customer could also do that by job/sub-customer.