Loving the product so far!

Some suggestions with the aim to reduce number of clicks when navigating:

Clicking on the edit button from the cog menu takes you into the information page of the relevant object. Which is the same as clicking on the item within the table. 

Alternatively, could the "Edit" text (highlighted below) or the whole item take you immediately into the edit form saving a click between pages. 

Cog Menu

Once in the edit field, you can navigate to other items through a dropdown menu. If you're already in the edit form page and you click on another item in the menu it kicks you out without prompting to save and requires you to click on edit again.

As a result could the site:

• Have the page either prompt you to save so you don't lose progress or save your progress automatically (Just before clicking on a link that would navigate you away).
• Stay in the edit page field between different items.

Drop Down Menu

It would be useful when clearing a job sheet from a contractor that you could click a link to expenses and add the invoice.

It would be nice if you could get Reports (eg Profit and Loss) sent over to email automatically every month or quarterly 

It would be useful to be able to access the worksheet for a task directly when viewing the calendar, just like it is when viewing the list of tasks. You click the cog menu in the tasks view and you can access the worksheet for the task, could this also be added to the cog menu when you're in the calendar view? 

I currently find myself duplicating task info in the property of tenant journals. To avoid this it would be helpful to automatically publish tasks in the journals as an audit trail. This would be more efficient.

Would it be possible to include either:

A separate section on worksheets for contractors to fill in when a job is completed to allow us to track progress on job completion

OR

Allow us to have a standard, pre-filled, description on worksheets, so we can always have a checklist for contractors (i.e. what date did you attend, what time did you arrive, how long was the job, etc...).

Hi,
You remember last used search items when looking through Expenses/Payments lists.
Please remember respect the sort order last selected for such displays.

EG I prefer seing newest transactions at the top, as they are the ;likely ones I need to deal with, not ones over 2 years old.?
Yet every time I go into Expenses/Payments I have to reselect the due date as descending.

TIA

It's very difficult to see what each payment is for, especially when there are multiple payments of eh same amount - please add another column with the statement or payment reference