When using Job Cost, there is a brief description that shows up on the AR reports (Aging, by Customer, etc). This is very helpful. However, when we invoice through SM Agreements, this field only populates if you type in something in the description field during the invoice review. Not practical when I'm invoicing over 600 invoices at a time.
Suggestion: A) Have the description from SM Service that is attached to the SM Agreement populate along with the billing month. or B) Having a user defined option window at the start of billing that will allow the user to set a description that will then populate for all invoices brought into that batch.
Guest
| Company | HighGrove Partners |
| Job Title / Role | Controller |
| I need it... | 3 months |
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