Referral Works 11/7/2024
active
Total logged
3h 15m
Uninvoiced
0h 0m
Entries
2
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 2 | 3h 15m |
Recent time entries
Last 2
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 12 July 2024 | Show Future Paid For Jobs in Eligible Jobs Section - Create a new sort field off the action paid field to show as 1 or 0 in normal circumstances or as 0 if the job was paid in a future month based on the global search variable - Set this field onto the table as the main heading sub-summary sorting field - Change the sort field created yesterday to mark the new found jobs as 3 to sit under the eligible job potential future payments area - Change the perform find and sort to include the new found jobs and sorting fields - Report not coming through correctly, updated the calculations to getasDate when performing test - Report now coming through correctly - Changed the search and sort fields in the attachment creation step and ensuring communications still building correctly - Success | Caleb Harvey | 1h 30m | invoiced |
| 11 July 2024 | Referral Fee Payable Formula - Add an action to the case to show as no if owner ID is same as referrer ID Show Paid/Unpaid Amounts for Referrers in the Month - Add two columns to the referrer overview screen to show how much they have been paid and how much is remaining - Highlight the remaining column in red to flag they haven't been fully paid - On the individual pdf, show the amounts paid and amounts due to be paid Split Future Payments into non-eligible for cancelled jobs - Create a sort calculation field that is 1 or 2 of the payment option sort and 3 for future eligible payment and 4 if the job is cancelled or another defined cancelled status - Sort the report by this calc field as a secondary sort - Change the subheadings with hides to apply to correct sort option - Update the script to sort by this field - Success Job Number not Showing - Job number reference through relationship - Changed to direct table reference with success | Caleb Harvey | 1h 45m | invoiced |
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