Make reporting tags less tedious
As brilliant as I find the reporting tags feature, its implementation is rather odd. Instead of being limited to associating tags for each line in an invoice or purchase bill, why not also have the option to associate the whole invoice or purchase bill with a reporting tag?
I'm trying to use reporting tags to generate profit and loss statement per project. All I have to do is create a tag for that project and associate it with purchases and sales for that project. Unfortunately, with the current implementation that's a tedious process.
Don't get me wrong. I can see where line by line association of tags can be useful. For example, if I purchase ten items from a supplier, five items might be for one project and the remaining for another project. However, even in these situations when I need per line association of tags, it's still a tedious process to add the tags.
One way to make adding tags a bit more streamlined could be to add an extra column for reporting tags in invoices and bills. You can add a button called "use reporting tags" so that only those who want to use reporting tags will see the extra column. That way you avoid creating unnecessary visual clutter for those who don't use tags.
Anonymous
shared this idea
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luffy Monkey D commented
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Anonymous
commented
Associate reporting tags to the entire invoice
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Steve
commented
Associate tags on the fly.