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Improved task reports and invoicing

Release date: September 3rd, 2013 (Revision 1), print this page

This summer comes full of new features for our products: very soon, our stunning title catalog in Movida will take metadata management to the next level, and today we have released a new feature in Sequence that allows our users to seamlessly invoice and report on the job done.

Previously, Sequence had very basic reporting and invoicing functionality that allowed our users to put together simple invoices and create reports from completed tasks. However, we realized that its design was rather convoluted and didn’t provide the best experience possible to our users. As a consequence, we completely redesigned it in order to:

  • Dramatically reduce the number of steps needed to create invoices and task reports.
  • Provide advanced filtering functionality to facilitate finding the relevant tasks amongst all the jobs done.
  • Make it performant, beautiful, and pleasant to use.

As a result, users can quickly filter through the history of all completed tasks to narrow those that will be added to an invoice. Here is how:

Watch the screen cast

Also, invoices can be easily filtered and locked to avoid modifications, and both invoices and processed tasks on their own can be exported to Excel and CSV; all of this with just a couple of clicks.

Watch the screen cast

We are confident this feature will ease our users’ lives. We hope you like it too!

Reference

  • sequence#85 Improved task reports and invoicing
  • sequence#219 Ability to duplicate workflow templates
  • sequence#220 Implement Task Name and Description auto-complete on Workflow Templates and jobs