Much Awaited Feature Is Here: The Customers Update
Some companies use our service to track in-house projects for job costing. In that respect, we’re a great analysis tool for determining employee productivity and can be used to streamline operations and reduce costs.
Much of the time, however, projects are tracked for billing purposes. When this is the case, Customers would either be listed as Projects in our system or, if there were many projects for a given customer, a Customer would be created in the Customer list with individual projects being associated with that customer.
This new update is going to change the way the two features – Customers and Projects – are used together.
With project time tracking, you have always had the ability to associate a project with a customer but until recently the two were attached to each other in such a way that it prevented a project from being used on multiple customers (i.e once a project was associated with a customer, it could not be associated with any other customer).
That’s all about to change.
With our upcoming software release, a generic project can be associated with multiple customers. This would allow, for instance, the creation of projects called “2012 Tax Return” or perhaps “Web Design” to be used with many different customers from the customer list. Before this update, you would have needed to create a separate project for each customer.
This is a big deal for project time tracking because it offers an additional layer of flexibility!
How the New Feature Will Work
The first change is that the customer feature can be disabled completely via a setting in the Setup Wizard. This allows our clients who don’t use the customers feature to disable the list entirely, hiding the feature and simplifying the time entry process to just projects and account codes.
For clients who do want to use the customer list functionality, the Manual Entry, Timer, and Week-View forms have been redesigned to allow for the selection of first the customer and then a project. Once a customer is selected, the available project list will be updated on-the-fly to display a proper list of available options.
We hope you enjoy the new functionality!
We know this is complicated stuff, so if you’re using projects and customers, let us know if you have any questions or feedback. Thanks!