CRM/Accounts | Enhanced Invoice Reporting Capabilities

Summary:

Combine the ability to search and filter invoice line items within the platform and add a filter for the assigned technicians. This integrated feature will improve invoice reporting and provide detailed insights based on various criteria.

Improvements:

1. Search and Filter Functionality for Line Items:

   • Implement a "line items" data grid within the invoice reporting section.

   • Allow users to view, search, and filter invoice line items directly in the platform.

   • Provide an option to export the filtered line items data if needed.

2. Filter by Assigned Technician:

   • Add a filter to invoice reports to allow filtering by assigned technicians.

   • Enable users to generate detailed reports based on the technicians assigned to various invoices.

Benefits:

• Enhanced Usability: Users can easily search and filter invoice line items and technicians without exporting data.

• Improved Efficiency: Streamlines data analysis and reporting processes within the platform.

• Better Data Management: Reduces the need for external data handling and improves data accessibility.

• Comprehensive Reporting: Provides a clear breakdown of invoiced work across different areas and technicians.

Intended Outcome:

Allow users to filter invoice reports by line items and assigned technicians, providing a clear breakdown of invoiced work across different regions, especially useful for businesses servicing multiple states.

Original Request:

Would like to be able to create an invoice report with the assigned technicians in the filter. Servicing different states, would be great to see a breakdown of work invoiced in the different areas.

Original Requests:

1. Invoice Line Items Filtering:

   • Current method involves exporting invoice data as "CSV with Line Items."

   • Ideal solution involves a data grid for viewing and filtering line items directly within the platform.

2. Assigned Technicians Filtering:

   • Create an invoice report with the assigned technicians in the filter.

   • Useful for generating reports based on technicians and work distribution across multiple states.Invoice Line Items Filtering:

   • Current method involves exporting invoice data as "CSV with Line Items."

   • Ideal solution involves a data grid for viewing and filtering line items directly within the platform.