Comments (4)
@PrateekNarang my comments below:
- We can add a project type field (select field) in the project dashboard. Is there a change that we can edit project type from fixed budget to hourly? If that's the case, we may have to store more meta for the invoice (like if the invoice was fixed budget or hourly type).
- GST field understood. This will be an amount field. GST will be added at the time of sending an invoice. I believe GST won't be applicable to hourly project right?
- TDS field understood. This will be an amount field. TDS will be added at the time of receiving payment.
- Division of payment understood.
Let me work on a workflow and will share once done.
from portal.
From our discussion:
- Project type can be edited from the Project edit screen.
- GST field would be a field Project create/edit.
- Since TDS can vary from invoice to invoice, it needs to be shown on the invoice screen.
- Division of payment should be done at the time of project creation. Can be editable. Moreover, right now invoice is attached to project(s), we can also attach an invoice to the invoice breakup id.
from portal.
Based on our discussion, this one needs a bit more structure and corresponding workflow.
- Project cost can be changed later. This can impact the invoice breakups for that project as their summation cost won't be same as the total project cost.
- An invoice can also be generated without any selection of invoice breakup for that project. It can represent a separate invoice.
Suggestions:
- We can use versioning of a project. For example, to add a cost, a new project version is created.
- Each version can have a name, breakup and invoices attached to that breakup.
- In case an invoice is generated without selecting any project version breakup, it can be shown as a separate project version without any breakup.
- From the invoice screen, a project can be selected and the next should be it's version. After version is selected, we can show a list of breakup for that version for which the invoice is generated.
from portal.
Test and UI/UX feedback are being tracked in #116 and #115 respectively
from portal.
Related Issues (20)
- Resume Parsing and Analysis
- Adding option for selecting no. of slots on calender view page
- Improving the view of project details page
- Adding update functionality(edit+delete) for country details
- Conversion rate when the invoice is sent.
- Update Data Storage mechanism for easy decryption on Looker Studio
- Create a new table named, invoices_analytics_encrypted to store the encrypted data.
- Revenue by client.
- Invoices table seeder.
- Improving the view of slot registration calendar.
- Improvements in resource engagement dashboard.
- Include Monthly Billing Start/End Dates in Project Detail View
- Employee actual billable and non billable efforts.
- Resource management UI bug fix.
- Add a way to create slots for only the weekdays and include front-end validation on the slot creation form.
- Configurable "Deadline Alert" duration for Project Contract End Date.
- Enhancing User Experience and Functionality on the Recruitment Page
- Project Contract Renewal planning
- Creating a feature to Upload the project contract History
- Create a feature to Add the Project Stages for the projects.
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from portal.