We have 35 clients on a retainer and we need to enter the same projects with the same status and budget every month.
It would be great if we could set these to repeat or recur on the 1st of the month.
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Votes
3 comments
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Rob Sherrard - Imageer Have you seen this knowledge base article on recurring work?
https://oranged.zendesk.com/entries/452942-Recurring-Debt-Credits-and-Automated-Invoicing
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steven philip boyce Hi Rob
i did see that but i overlooked it because i thought it was just for invoicing, as we don't use studiometry for invoicing i thought it wasn't relevant. can we use this to make a project recur?
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Rob Sherrard - Imageer I don't use the feature, so can't give much detail. It apparently does not create new projects on a recurring basis, but within a project will create new debt/credits on a recurring basis. So that for a project, it will automatically create a billable work item on a specified date.
Since you don't Invoice from Studiometry, it's not clear to me how billable work items get transferred to your invoicing system, but if you have a system for transferring non-recurring work items to Invoices, then that method should also work for work items created automatically by Studiometry.
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