Invoice report by service line

  • 1
  • Idea
  • Updated 3 years ago
  • Not Planned
  • (Edited)
Currently, I found one report (invoiced items report) which shows actual amounts invoiced to the customers.  But, I can't filter or total it BY SERVICE LINE.  Is there a current report that shows this? Or, if not, please consider adding the option to either filter or group/total by service line.
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kdurliat

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Posted 3 years ago

  • 1
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Lingaraj Dharwad, Product Champion

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Hi Kdurliat,

Can you clarify what you mean by service line? 

Regards,
Lingaraj
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kdurliat

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See attached screen shot.  Service lines is a defined field (which I assumed was standard), which corresponds to our lines of business.
(Edited)
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Lingaraj Dharwad, Product Champion

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Thank you. I am checking on this. 
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kdurliat

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On a call today with one of your support personnel, I learned that perhaps this is referred to as "PROGRAMS" in replicon, and ours for some reason was simply renamed as "SERVICE LINES". Regardless of what it is called, we are requesting the ability to:

  1. View invoice amounts by service line.
  2. Also see the service line on the timesheet approval screen.
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Lingaraj Dharwad, Product Champion

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Thank you for that information, our PM team is reviewing your idea.
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kdurliat

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I still await reply on how I can run reports by "program" (in our case, "service lines"), and how to show this field when in timesheets (as timesheet user or approver).  Why was this moved to "not planned" without a reply?


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Sangeet Saurabh

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Hi Kdurilat,

Thanks for your feedback! It's not planned currently, but we will consider this for our future roadmap.

Regards,
Sangeet