Deanna Corbitt

Created List Clients Alphabetically in Create Financial Reports Upvoted Sort Projects in Alphabetical Order Upvoted Projects Upvoted Client Tags Commented on Search on the PO pageI have 8 pages of POs to search through on one of my clients (20 on another). Some of our projects last a year or more. Since i cannot create a report with all individual products listed through all invoices I need a way to search through all 8 pages of POs for a specific vendor…Upvoted Intern Team Member(s)Commented on Profit Margin Calculation via Updated PO CostsThis would not only be much more accurate but also SAVE A LOT of TIME in correcting both the PO AND the invoice.Upvoted Profit Margin Calculation via Updated PO Costs Upvoted New Invoice & PO View Upvoted Actual ACCURATE Search Feature in the Order Tracking Section Upvoted I would love if I can add a 2nd client's name to a Contract header-Upvoted Financial Reports Upvoted Financials- Custom Report for products Upvoted BACK to "FOLDER", NOT -->ALL DESIGNS Upvoted Download all PO line items to one CSV Upvoted Financials- Custom Reports details Upvoted Invoice full detail report Upvoted Download Quote as Excel Spreadsheet Upvoted INVOIICE EXCEL DOWNLOAD INCLUDE ROOM LOCATION, ALSO DOWNLOAD QUOTE Upvoted Export Quotes to an Excel Spreadsheet Upvoted I ususally ahve clients in the 3 closest counties - and each county has it's own sales tax rate. It would be great to set the sales tax rate for a client globally instead of setting sales tax rate on each invoice.Upvoted Sales Tax Rate in Client Name/Address section Upvoted Customer sales tax default Upvoted Shipping as % of Purchase Cost Upvoted Combine Quotes into a Final Invoice Upvoted it would be nice it designfiles would actually work on an ipad, so terrible that it works so horribly Upvoted Freeze the left column Upvoted Multiple people as a "client"-toggle on and off as needed for builders.Upvoted Group Items by Room, Category, or Section in Quotes, Invoices, POs, and Spec Sheets Upvoted Timesheets viewable by person not just projects