Please improve the funding claims functions.
Please improve the funding claims functions.
Having to wait 24 hours before you can report or extract records of the funding claims lodged within any day is poor practice. We need to be able to report financial information on as it occurs basis.
How can this be improved:
- Have an export to xlsx function within the Findling claims screen
This will allow us to lodge claims and extract the information all from one screen
- Update the reporting functions
Update reporting to allow funding claims fields in live reports.
- Update values columns in the funded claims screen and reports
Allow reporting of the actual milestone value achieved on the specific day, not just the accumulative total. Some of the total value lodged may have been lodged months ago and should not be included in the current daily/weekly or monthly financial reporting.
Making these changes will remove unnecessary manual handling tasks.
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