Accounting View for Invoicing Oversight & Office Manager Tracking

Looking for a dedicated accounting view that shows all signed jobs and their invoicing progress in one place — separate from the main project list. This would help office managers easily track what’s been billed, what’s outstanding, and which jobs are fully invoiced, without clicking into each project. The goal is to reduce manual tracking and avoid needing additional software. This would be especially useful for teams managing a higher volume of active jobs.

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Status

Submitted

Board

💡 Feature Requests

Date

5 months ago

Author

Jonathon Zuzga

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