Feature Requests

Introduce a new database default setting which, when enabled, will automatically apply the setting "Invoice Expenses Separately" to all newly created clients within the UI and through the Combi/Client Import process.

Introduce a new setting within the Sales Invoice Design Layout functionality to allow the Front Office Location value (stored at Client Location level) to be displayed on the sales invoice as the “Account Number”.

Introduce a new “Sales Invoice On Hold” function, similar to “Require PO?”, where if the Front Office Reference field is not populated on the Client Location record (invoice location linked to the timesheet/placement), the sales invoice will be placed on hold and prevented from being delivered from Evertime until the required field has been completed.

Introduce new optional fields within the Combi (Universal Integration) file to support mapping for the Location “Invoice Name” and “Is Self Bill Client?” client fields.

Introduce a database-level setting for the client feature “Require Location FO?” which, when enabled, will automatically apply this setting to all newly created clients across the UI, Combi, and Client Import processes.

There should be a additional email address ( CC Email ) option in respective clients invoice contact, with initial contact person email address. Because many a time client want a specific candidate's invoice to be delivered to specific contact person with cc'd other's too and don't want other candidates invoice to be delivered to Cc'd person's email address

Ability to update invoice description on sales invoice in draft and approved. Ability to updated credit terms on sales invoices, which updates the due date.

Is it possible to add a PO reference to the subject heading of an invoice? At the moment we have the invoice number included but we have a client who would also like us to include the PO reference in the subject as well

Ability to customise our standard invoice template, including agency details, headers, date format, bank details and include notes. This standard template can be set as default at database level or assigned per client.

Include the following fields to Sales Invoice Grid, to search by Work & Invoice Location, Project Code and Branch.