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Approval Summary for Client and Project

In the client portal, clients can view hours, expenses, and trips by project using tabs, but they often only look at hours and then fail to notice that there are also outstanding expenses or trips.

It would be helpful to have an overview in the customer portal (by project) of everything that still needs to be approved (hours + expenses + trips), so they can see at a glance what still needs to be done and access it with a single click.

This would prevent clients from accidentally approving just the hours and then failing to review anything else.

We often have to remind the client to approve the rest as well, which causes a lot of frustration.

Product area
Klantportaal
Status: Gelezen en genoteerd1 comment

This request was merged into another request

Comments1

  • Niki van Koningsbruggen changed status to Gelezen en genoteerd
    Team•

    Jul 14

    Pinned

    Bedankt voor je feedback! We hebben dit gelezen en intern genoteerd. Op dit moment ondernemen we geen vervolgstappen, maar het helpt ons om behoeften beter te begrijpen. We herzien het feedbackportaal maandelijks om te kijken of inzichten, context of prioriteiten zijn veranderd.