Suggestions for improving the finance section
1) It would be convenient if in "All actual payments" there would be a way to display "Finance table"
So that you can change, for example, the category of payment without going into the payment itself. Or specify the order number by simply adding it to the table.
2) Also, if the process number is selected, then it would be possible to immediately pull the client from the process.
3) There are not enough functions in the bulk changes panel, but it would be convenient to change the payment category in bulk
Original question is available on version: ru
So that you can change, for example, the category of payment without going into the payment itself. Or specify the order number by simply adding it to the table.
2) Also, if the process number is selected, then it would be possible to immediately pull the client from the process.
3) There are not enough functions in the bulk changes panel, but it would be convenient to change the payment category in bulk
Answers:
+1 and a checkmark for creating a payment, that the Client is the Author of the process. otherwise you have to register the client yourself in some categories simply and enter the full name and this time
09.06.2020, 20:36
Original comment available on version: ru
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