New
Payments on the task
Record what you collect from each task's detail and see who paid, who owes and how much.
You can now record cash, transfer and other payments right on the task and see at a glance how much is still left to collect.
What changes
- A «Payment» section in the task detail: it shows what is due, what was collected, the balance and the payment status. «Record payment» comes with the balance pre-filled: collect all of it or part of it, choose the method and, if you like, leave a note. Who collected is recorded from your session.
- Void with a reason: a payment is never edited; if you get it wrong, owners and managers void it with a reason and it stays in the task's payment history.
- Payment status at a glance: the cards in Today and Work show Unpaid, Partial or Paid, and the new «Payment status» filter lets you see only what is left to collect. A task with nothing to collect shows nothing.
- Each role, its own: owners and managers record and void; staff record payments on the tasks assigned to them and cannot void them; read-only members don't see amounts. Amounts follow the project's currency: guaraní and Chilean peso have no cents.