This Help Article covers;

There are 2 ways to add comments from the Katipolt Mobile App;

Timesheet Comments added from the Katipolt Mobile App when adding a Timesheet display in Katipolt Desktop at;

Katipolt Mobile App

Timesheets > Pay Period > Timesheet Line

Sales Invoice > Job Description > Timesheet Comments

Certificates > CoC/ESC > Work Done > Timesheet Comments

Job Comments added from the Katipolt Mobile App display in Katipolt Desktop at;

Katipolt Mobile App

Job Details > Feed > Discussions

💡 TIP: Feed display can be filtered to show Discussions, History, or Both.

Sales Invoice > Job Description > Job Comments

Certificates > CoC/ESC > Work Done > Job Comments

Staff from the Katipolt Mobile App can advise Office Staff that a Job is "Ready to Invoice"

1. From the Job Screen, Tap the "More" (3 dots) menu to display the "$ Mark as ready to invoice" option, then Tap "$ Mark as ready to invoice" to select, then Tap [CLOSE]

⚠️ NOTE: On "$ Mark as ready to invoice" the "More" (3 dots) menu will remove

On the Katipolt Desktop side, the Job List View will display the Ready to Invoice Icon and the Job Page will display a Ready to Invoice flag

💡 TIP: To find Ready to Invoice Jobs, from the Job List's [Refine] Filter, select "Status" = "Ready to Invoice" then [VIEW RESULTS] to display a list of Ready to Invoice Jobs.

Invoicing the Job will remove the Ready to Invoice Icon and Flag

⚠️ NOTE: Unmark/Undo Ready to Invoice can only be done from the Desktop Job, Tap the "More" (3 dots) menu of the Job and select the option "Mark as not ready to invoice" option.

💡 TIP: Invoicing or Marking as not ready to invoice will restore the "More" (3 dots) menu on the Katipolt Mobile App Job Screen.