Two projects on one invoice?

For like 90% of my invoices, which are usually sent monthly to clients for whom I do a lot of work, I bill for multiple ongoing projects on one invoice. But when I go to create an invoice in FreeAgent it only seems to allow me to pick one project and I can't see how to add another. Can someone let me know how to bill for two or more projects on one invoice?

Thanks!
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  • I’m frustrated
    1
    Just went to make use of this feature, then discovered it didn't exist. Wat?

    Seems like a pretty simple ask guys and has been being requested by paying users for over 6 years... Otherwise it's an awesome product!
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  • I’m sad
    1
    Yes - I'd agree that Freeagent is a great product, and overall their customer service is good too.
    But management seem to have decided to ignore this request, even after years of pleading from users to include it. It's very sad that a decent, forward thinking company can have such a huge blindspot when it comes to listening to its customers.
    In particular some of the comments from Roan in the past have been little short of dismissive.
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  • I’m dumbfounded
    1
    Am I understanding this correctly - unless I use the official 'workaround' there is no simple way to add multiple projects to one invoice?! and if I use the workaround, I lose the ability to see such things as profit and loss on a project?!

    Sending individual invoices for each project worked on would sometimes mean sending some clients 10+ invoices a month for both large and tiny amounts!

    I have lots of on-going projects for multiple clients - each month I'd like to send my clients one invoice that shows all the time spent on any projects I've worked on. Once the invoice is sent, the un-billed time for those project is set to zero and we start again.

    Is this possible using freeagent?
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  • I’m still dumbfounded / frustrated after 5 years
    1
    @Matt

    Yes and No. The "Official Response' does mean you don't loose the functionality, but the official workaround is rubbish – as I'm sure most people who use FA will need Projects to be Projects and Tasks to be Tasks. In my case a project would be "Web Design & Dev" and Tasks would be admin, concepts, artworking, development, testing, photography, etc all of which are charged at different hourly rates.

    I have been using another workaround (explained 12 posts above this one and elsewhere in this thread) for over 5 years (yes, 5+ years – this thread has been going on that long!!) My invoices can have anywhere up to 30 projects on them. This work around does mean you loose some functionality – such as profit/loss on a project, projects linked to an invoice, unbilled hours listed on the "Monday Motivator" emails (mine currently lists it as £300+K – I wish!).

    In answer to your last para, the answer is no – not possible if you use my work around – probably only would work if you set up each client as a project and each project as a task - ie the Official Response.
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  • I’m dissapointed
    1
    Hi Tony,

    I ended up calling freeagent support about this as I genuinely couldn't believe it could be the case and indeed it is - as you well know it sounds!

    5+ years is insane; the support staff pretty much admitted that the requirement we need is a fundamental one and everybody using freeagent uses some sort of workaround to achieve it - which I find unbelievable. Makes me think the way their application has been engineered originally makes the change a huge dev job - why else have such a blatant flaw in an otherwise excellent product?

    I work exactly as you say: I need projects to be projects, tasks to be tasks etc. and use the same task descriptions as you. For the 'official' workaround to be to hack this system pretty much confirms its broken.

    Might be a deal breaker for me - my invoicing using 'Billings' used to be quick and pretty much effortless, I loved the native mac app too it just doesn't have much of what freeagent offers has so thought I'd try a switch.

    Anyhow, thanks for your message, I'll see if any of your suggestions work for me.. in the meantime, support said they have added a +1 to the list of people wanting this, though if you've been patiently waiting 5+ years, my expectations are fairly low!

    Ironically, (and somewhat inaccurately) the official response's smiley faced emoticon from 6 years ago reads "I'm confident we'll get there"!
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  • @Matt

    Yes, the "I'm confident we'll get there" does make me giggle with the irony.
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  • Yes the problem is FA doesn't listen to customers. This has been around for 6 years now like many others open points. We still don't have an expenses report for example.
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  • @OswalX

    I'm not sure it's that they don't want to listen – I tend to think the same as matt, "the way their application has been engineered originally makes the change a huge dev job", but then no mountain is unsurpassable – they have had six years to ponder over it, but do seem to pick the easier features to add.
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  • I’m hopeful the community can be motivated
    I think that as this question has been marked as answered its very likely the comments are not going to register on the FA radar. I suggest we would need to raise another issue and get as many people as possible to register their interest and up vote the issue, creating some orderly noise on twitter would also help ;P At least would get an updated stance on the issue from FA.
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  • Agreed - I'm up for anything that gets this sorted or at least an official word. This is my first month with FA - I should have done my invoicing at the weekend but ended up putting it off when I realised the time involved due to this!

    Its *so* much easier with my previous setup using Billings (literally: select the projects for the invoice, click 'create invoice', click 'email invoice', press send).

    I'm now questioning if I actually need the other stuff FA offers vs the extra hassle invoicing each month.
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  • 2
    Or we just get the OP to unmark it as answered?

    The only problem with starting a new thread from scratch is we loose the weight of this thread, it currently has had 125 replies and is the second most starred frequently asked question – I'm sure they still know that we are around.

    It's also not the only question relating to the topic, so too is the 5th most starred faq by tidygraphic.

    I really do think that the task or recoding FA to fix this issue to too big for them to want to do so, as there are a couple of "workarounds" – unless a large user base where asking for it, only 62 people are shouting for this between these two threads.

    This is what Roan posted on that other thread 2 years ago:

    "FreeAgent has always had a mapping of a single project per invoice. It would be possible to change this, but it's not a trivial change.That's not to say we shouldn't do it, but there is greater demand for other things which we're working on right now.

    There are a number of feature requests which stretch back 2 years or more. Some of these we'll tackle, but some we won't. I can understand the frustration of people having to employ workarounds but the reality is the existing functionality is satisfactory for most of our users, so this is a lower priority."

    Now it wouldn't really hurt if everyone from that thread jumped to this one to post and star it.
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  • Having this functionality would definitely make a big difference to me. Like tony cook, my Monday Motivator shows a whole pile of time as unbilled that is in fact billed.

    I opted to use the workaround based on my interpretation of Roan's post i.e. "It ain't gonna happen", thinking that the absence of profit/loss stuff wouldn't be a big deal. However, now that I'm using FreeAgent more and looking to leverage more of the functionality available, this is becoming a real pain.

    This isn't one of those "FreeAgent doesn't care about its customers because it won't fix MY problem" posts (as a software developer myself, I know that things are rarely as simple as they seem and snarky comments rarely motivate me) but is definitely an expression of "I would really like this functionality - what would it take to get it?"

    I'm glad this post is getting some attention again. I'd pretty much given up hope but recent replies make me think that enough votes could get something done.
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  • I’m resigned
    Posted to this thread approx 3 years ago and still would like this function. The work around is too much hassle for us so we just don't use any of the project functionality at all. I haven't even bothered looking at the new time tracking functionality as i am just assuming that project functions will be key to it.
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  • 2
    Its amazing to have a thread open for 6 years, you guys are incredibly patient!

    As Tony suggested, I just tweeted FA to consider unmarking this as answered - which they've kindly done. I agree if enough of us make enough noise, at least we may get an official update on FA's stance on this?

    Tweet and response here:
    https://twitter.com/voodoo6000/status...
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  • @matt well done with the tweet - never thought of that.

    5.5 years ago when we chose FA, having to use the work around wasn't as big an issue as it is today, for example there was no profit/loss feature, but as FA build more features into it it's just frustrating that they are of no use to us – and you start feeling like a second class user.

    I do find it interesting there are not more than 62 people that are happy with only one project per invoice.
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  • I'm surprised at only 62 people too - though its possible the telephone support staff have received a fair few calls from people who haven't found this thread yet. I called support first, genuinely thinking I was missing something obvious! (admittedly very good phone support too), the support staff mentioned she would add my vote to a wish list - I now assume that that was separate from this forum's count?

    Its possible that getting the 62 number based on the number of people who have commented or clicked +1 here might be an inaccurate measure too?

    I'm not sure what common research say about those that actually comment or participate on boards like this but I think a fair few people would read and move on, especially as it was 'answered' with an official response.

    Anyhow, I'm mostly guessing; I personally can't believe that folks out there don't need to be able to easily add more than project to an invoice without having to workaround/hack the FA structure. Probably been hacking so long, nobody knows any different now!
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  • Roan (Product Director) March 04, 2014 11:19
    Hi everyone,

    There's clearly been a lot of interest in this feature recently, so an update is in order.

    We're definitely aware that the suggested workaround is far from ideal, and doesn't substitute proper support for multiple projects on an invoice. As some people have suggested there is a degree of complexity in allowing this within FreeAgent, because it wasn't how we originally modelled projects and invoices, but this doesn't mean we won't be able to support it in the future. It's tricky but entirely doable.

    Truthfully, it's been inching up our backlog for a while, but the reality is we've been very busy recently with improving key features like our Payroll facility and Self Assessment, which has meant that we haven't devoted as much time as we would have liked to this.

    Unfortunately I'm still unable to give a concrete timescale for implementation, but we are listening and understand that there's a huge demand for this, so we're committed to implementing it in the future. I realise that's probably still a bit vague for most people, but it's the best I can do right now.

    When we've locked it in for development I'll obviously let you know.

    All the best and apologies for not updating you all before.

    Roan
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  • Thanks Roan - appreciate the response. From a personal point of view, I really understand the difficulties of juggling a number of priorities as well as the sinking feeling of "If only we hadn't modelled it like that in the first place".

    That said, I'll keep nudging you from time to time. Having just done another round of invoicing, this is becoming more of a priority for me. If you don't ask, you don't get, eh?
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  • I’m hopeful
    @Roan, Many thanks for the response, its good to get acknowledgement and an update.

    Given that this thread is 6 years old, I'm sure you'll understand if I'm a little hesitant to have *too* much hope! Though knowing that it will get done at some point is encouraging me to persevere.

    I've just done my first ever round of invoicing with FA and to prevent having to send out multiple invoices (not only time consuming and unnecessarily complicated but I think its disrespectful of my client's time to do so), I had to delete the projects for the month and recreate them all as tasks so they could be under one project which I called 'February'. I think this is how I will try and hack FA's structure from now on until we can use projects as projects and tasks as tasks and have multiple projects per invoice.

    All said, many thanks again for the update and as Simon said, expect regular nudges!
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  • Roan (Product Director) May 05, 2014 11:07
    Hello everyone,

    Just thought I'd give you all an update on this.

    Over the last couple of months we've been investigating how this feature could be implemented in FreeAgent.

    As I hinted at above this is not a trivial change to make and we've had a team of engineers and designers examining and prototyping various solutions. We really want to deliver this feature but we have to do it in such a way that won't involve re-architecting large parts of the application.

    Anyway, we have a couple of potential solutions, both with advantages and disadvantages, so we thought we'd open up the discussion to everyone here. We're looking to run some short usability testing session on these prototypes, so if you want to be involved can you email me at roan@freeagent.com?

    These are just prototypes at this stage, so you won't actually be able to add multiple projects to invoices in FreeAgent just yet, but your feedback will help us get there sooner.

    Thanks
    Roan
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  • Roan (Product Director) June 25, 2014 15:52
    Hi everyone,

    Just to keep you updated. After what's been a mammoth effort by the team we're getting close to starting the beta test for supporting multiple projects on invoices.

    It's involved a major rework of how we handle invoices and projects in general (no it's not just adding a drop down! :) so we need to handle the roll out of this carefully, but we do want to get a bunch of people trying it out soon.

    If you're interested can you email the following details to roan@freeagent.com:

    Name
    Account owner email
    Account subdomain (e.g. mycompany.freeagent.com)

    and I'll add you to a list of beta testers. When we're ready to go live, I'll send out invites to the Google Group that we'll use to collect feedback, report bugs etc.

    Look forward to seeing what you all think!

    All the best
    Roan
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  • Great news! Just started with FA and this was one of the first issues I came across. Thanks for listening!
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  • Roan (Product Director) September 11, 2014 09:22
    Hi everyone,

    Just to keep you all updated. We've started rolling out the ability to include multiple projects on invoices to all our customers. We're doing this quite slowly because the changes are significant, but we're hopefully this feature should be available for everyone in the next week.

    We'll be updating the Knowledge Base with more details in the next few days, but let me know if you have any questions.

    Great to be finally getting this out there!

    Roan
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  • Roan (Product Director) September 17, 2014 10:41
    Just so you know, this has now been enabled for all customers!

    Roan
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  • How do we add mulitple projects to an invoice i can't see the option ??
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  • Roan (Product Director) September 30, 2014 08:55
    Hi David,

    Unfortunately we've had to disable the multiple projects on an invoice feature temporarily, as we discovered an issue last week. We are fixing this now, and should have it re-enabled this week.

    Sorry about that
    Roan
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  • Hi Roan,

    Do you have a timescale for re-enabling this feature?

    David
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  • I'm looking forward to this feature being re-enabled. It's too bad it didn't quite work the first time out the gate, but happy to know it's coming soon.
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  • Hi Marc,

    Currently working away to re-enable this. Hopefully will be in the not too distant future.

    Your patience with this is much appreciated, apologies for any inconvenience caused.

    Kind regards
    Iain
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  • Is there any news on this? I am really keen to take advantage of this feature!!
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  • Roan (Product Director) November 17, 2014 12:14
    Just to let everyone know that multiple projects for invoices has now been rolled out again to all customers.

    Thanks for bearing with us!

    Roan
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  • ... any sign/hope of multiple projects for bills to complete the feature?

    Cheers

    Charles
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  • Hi Charles,

    Thanks for your post today.

    I can certainly add your voice as a +1 vote to this on our Features Request List.

    There's lots of things we'd really like to add but I can't say for sure if this will be added. Here's what we're currently working on and what we've recently delivered: http://depot.freeagent.com/

    Kind Regards

    Michelle Smith 
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  • Thanks Michelle- I may be the only one experiencing this, but multi-project invoicing seems like half a feature rather than a full one if I can't then reconcile properly against multi-project supplier or sub-contractor bills.

    ... Maybe it's just me that wants to do this...

    Cheers

    Charles
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  • It's not just you. In addition to reconciling a bill against multiple projects it would be such a time-saver to be able to specify multiple payment categories.

    Frances
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  • just wondered if there is any progress on this ongoing issue?
    I see on the depot that it isn't listed, so I assume it is a low priority in FA, despite being a high priority for users.
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  • Hi Jo, 

    Thank you for your feedback.  I have added your vote to this on our feature list.  

    Unfortunately I do not have an update for you at the moment but our team are aware of this and as ever, are continually working on ways to improve our product and meet our customer needs. 

    Kind regards, 

    Liam
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