New Idea- invoice review status ON batch screen.

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator
Hi Friends! I'd love some votes on my new idea- https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5273
 
I am using autobatching, but I don't export until I'm sure department heads have reviewed their invoices. I would like review status (needs review, on hold, reviewed) to show ON the batch screen, so I know from right there that the batch has all been reviewed. Right now I'm opening the batch on one screen and the invoice review screen on the other, and then using CTRL+F to search for the batch number on the review screen before I export the batch.

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
4 REPLIES 4

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You got my vote!


Miranda Hufford, Office Manager @ Red Barn Service, LLC

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

YES!!! I've been screaming this since the beta!!

Randi Thompson
Bill Joplin's Air Conditioning & Heating

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I also suggested this during the beta. I NEED THIS.


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Definitely a great idea, voted!  Would be great to get alerts when invoices are assigned to others as well!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning