29 Nov 2020 - Custom wording for invoice emails

Customise invoice email wording, create invoices from All Forecasts screen, new expense sub-directories, new option for bulk email/export invoices and a new project setting for how purchase sales tax defaults for expenses.

Included in this release

If you have any feedback or questions please let us know - send an email to support@projectworks.io and one of the team will get back to you quick smart.

Customise wording of the email that sends invoices

You now have the option to change the wording of the email that sends invoices to your customers. The wording can be setup in the settings section of the admin area - talk to your Projectworks administrator if you want to update it.

The default wording has been left as per the original 'hard coded' wording so if you are happy with the wording you don't need to do anything.

Updating the Invoice email content

The wording can be setup in the settings section of the admin area - talk to your Projectworks administrator if you want to update it

You can update the wording as well as include a number of dynamic tags to pull content related to the invoice into the email. Click Insert tag to see the available options and to select the dynamic content you want to include.

For example, you might want to address the email to the billing contact, include the amount and due date of the invoice and direct enquiries to the Project Manager.

Don't worry if you make a mistake - you can revert to the default message and start again.

3.26 - Email wording

It is recommended that you test the email and verify the wording!

Create invoices from the My Forecasts and All Forecast screens

Invoices can now be created from the My Forecasts and All Forecasts screens. This might be a great place to start your invoicing at the end of the month, as you can work your way through your portfolio creating invoices. A grand total has also been added.

Create invoices from the My Forecasts or All Forecasts screens

Reimbursable and Non-reimbursable expense directories

We know this one will be very useful for finance teams. Two new directories have been added to the Expenses section, allowing a view of reimbursable expenses and non-reimbursable expenses.

New screens for reimbursable and non-reimbursable expenses have been added


Bulk email/export invoices from the Ready for Finance screen

We know that finance teams will be happy with this improvement. The Ready for Finance screen can now be filtered by organisation, with the filter applying to the bulk email and bulk export options.

You can now export or email all invoices on an organisation by organisation basis.

Bulk email or export invoices for a single organisation

Project setting to control sales tax for billable expenses

Thanks to everyone who has provided feedback on our recent changes to the project expenses. In this release we have included a new project setting to control how purchase sales tax is treated.

Default setting for oncharging purchase sales tax

When ticked each expense lodged against the project will have sales tax included in the amount when billing to the customer. That means the full purchase price will be included on the before tax amount of the invoice.

When reviewing an individual expense you always have the option to override this.

You can always alter how sales tax is handled on each expense.