Be able to see how much you've earned and from which clients on Dashboard
Kimberly Cooper
In my previous client management app, when I logged in and was brought to my dashboard, it had a summarized list of clients who I had billed time for that I could invoice/collect. Think: client name - total hours - total amount, next line next client etc. At the top it showed totals for everything: total hours for all and total amount for all.
It made it super easy to see both #1. how much money I'd made since I had last invoiced and #2. who I needed to invoice for. Plus, on hover I could go straight to invoices which made the whole process super easy.
As it stands right now, I have to go to timesheets to see how much time I've billed, then I have to create invoices to see how much money I have coming. There's more steps and it's less transparent. I wound up having 2 clients last month I forgot to send invoices to because I didn't realize I had time I hadn't billed for.
Being able to see this easy summary on the dashboard would alleviate that.
J
Jamie Wilson
You should be able to do this under Dashboard > Bookings. There's some graphs that will show you unbilled time. If you click onto the segments in that graph it takes you directly to the client file timesheets tab and you can add an invoice from there.