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Can I change the name of invoice?

A customer asked our support team this question. I need to edit an invoice and change the name, but I don’t see how to do it. Am I missing it? The title/name of an invoice can be updated by navigating to the invoice in question and clicking on the edit icon at the top of […]

Can you hide the hours on the Gantt chart?

A customer made the following feature request. It would be good if you could run the Gantt and not show the estimated and actual time. We are just starting a project that is fixed cost, not hours-based, and I would like to provide the Gantt for the timeline information. But not show the hours as […]

Can I unsubmit a timesheet?

A customer made the following feature request: When the “Submit for approval” button is pressed accidentally there is no confirmation required nor any way to undo the action. I should be able to retract incomplete or incorrect timesheets so that they are not approved by my manager. When a timesheet is submitted for approval, it […]

Can I add multiple time entries to a previous week?

A long-time customer made the following feature request: My favorite feature as a user is the ability to add multiple time entries at once. I use this every week to only enter my data once. Context: I have inadvertently messed it up enough times that I have come to request a new feature/upgrade for this […]

Can I downgrade a resource to an executive user?

A customer asked the following question. Once I’ve made someone a resource it doesn’t appear I can demote them to executive? Help? There is not a way to demote a user to an executive. Once a user has been created as a manager, resource or administrator the executive user level is no longer an option. […]

View recently updated cards while using kanban boards

A customer asked this question: I love the new card view. A previous kanban tool we used had recently updated cards. Is there anything comparable with Intervals? The recently updated functionality that exists in the tasks menu can be used in conjunction with card view to view recently updated tasks while using the kanban board. […]

Can I see when a project was closed?

A customer asked the following question. Can I see when a project was closed? Can I see which user made change? You can. When a project changes status and who made the change are logged in the project feed. More information on the project feed is available here and here is an example of how […]

Can you bulk update the project budget alert threshold?

A customer asked the following question which got converted into a feature request and then a feature. Is there any way to change all the alerts for projects at one time? We have so many projects that manually changing them would be time consuming. Project budget alerts are a convenient way to receive a notification […]

Can I set default rates per client?

A customer asked the following question: I was wondering if there was a way to set default rates for individual clients rather than only having the rates in system wide. Or even on the project level? There is not a way to create a pool of separate defaults for different clients. There is only one […]

Can I see where my modules are being used?

A long-time customer asked the following question: I am cleaning up my modules and I have set my old ones to inactive. I get that this will prevent them from being used with new projects and I can easily use our new setup going forward, but I would like to audit a few of our […]

Is there a user manual?

We received the following question. My manager and I are new users on Intervals and was wondering if we have access to a manual on how Intervals works. We do not have a formal manual but we have a few different types of documentation that may help. Here are a few places that may help: […]

Can a freeform invoice be duplicated?

A customer asked the following question. Is there an easy way to duplicate freeform invoices? Invoices based on actual work performed cannot be copied, but freeform invoices can be copied. Duplicating a freeform invoice can speed up the invoice creation process. Here are a few different ways to copy an invoice. Invoice Detail Page When […]

Is there a way to set a budget alert by task?

We received this feature request from a customer. Could we have a “budget trigger” for individual tasks, similar to the budget trigger email for overall projects? I would like to be notified when a task is reaching budget, as the overall project budget is not granular enough for us. There is not presently a way […]

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