Toby Stokes's dashboard

Olly replied on September 02, 2008 23:44 to the problem "client/project list alpahabetisation" in FreeAgent Central:

Hi Toby

Just to let you know this will be fixed in Thursday night's release.

Olly replied on September 02, 2008 11:09 to the problem "client/project list alpahabetisation" in FreeAgent Central:

Hi Toby

We'll take a look at this and hopefully resolve it in the next release (scheduled for this coming Thursday)

Olly

Toby Stokes reported a problem in FreeAgent Central on September 02, 2008 10:54:

client/project list alpahabetisation

client/project list alpahabetisation is case sensitive, i.e

A Client
B Client,
Z Client,
a client,
b client

I would not expect this to be case sensitive. And yes we do have some clients whose brand guideline require they are addressed in lower case!

A comment on the idea "Set Activities based on Document Location or folder" in Slife Labs:

This is exactly the feature I've been looking for! I'd love it. – SamUhl, on August 31, 2008 18:45

A comment on the idea "Set Activities based on Document Location or folder" in Slife Labs:

Definitely, Slife can track by filename keyword. All you have to do is create a new activity and then create a new item with, say, ".doc" or "report", under Web & Documents (in the Activity editor window). – ethomaz, on August 23, 2008 12:42

A comment on the idea "Set Activities based on Document Location or folder" in Slife Labs:

Thanks tinti. When we come up with something that works we will definitely let everybody here knows. The feedback here has been really great. – ethomaz, on August 23, 2008 12:38

A comment on the idea "Set Activities based on Document Location or folder" in Slife Labs:

We can track by filename, but not yet directory. I'm really wanting directory, (or, actually, full path if the Slife folks can find a way). – John B, on August 22, 2008 18:37

Chuck Vose replied on August 22, 2008 18:29 to the idea "Set Activities based on Document Location or folder" in Slife Labs:

Man, you guys have complicated needs. I would be happy with a provisional fix that allows me to track based on whether a file ends in .rb. Hell, I'm surprised that you guys can even know that.

So lets get some provisional stuff in and see how it goes over. Something simple like tracking by file extension would be a start and we can work our way up to regexs, metadata, etc.

Seems like most people can track based on filename or directory name if I'm reading the thread correctly?

A comment on the idea "Set Activities based on Document Location or folder" in Slife Labs:

OK, after a bit more thought, I just realised that if I want to track files that don't have an automatic job number that is part of all the files belonging to that project (e.g. a large number of images supplied), then only a watched folder will work. And to make it even more fun, any sub folders would need to be tracked as well...

Would be very happy to test some concepts here on my server for you and keep a log of errors etc. if that helps. – tinti, on August 22, 2008 03:22

A comment on the idea "Set Activities based on Document Location or folder" in Slife Labs:

Sorry for chiming in here late in the discussions, but I am just about to ditch the 3 copies of JobCapture I have bought about a year ago (I'll explain maybe in another thread).

Basically, I would need the folder watching too, and to be honest, filename changing will be a no go! I will try the activity naming feature to see how far that will get me. I any event, I would need the folder watching feature to work also if I open files directly on my local file server across the LAN. It has a RAID card (and RAID 5 setup) and 4 big drives and backup software running. So please don't jump at me about working on server directly... – tinti, on August 22, 2008 03:14

ethomaz replied on August 21, 2008 14:26 to the idea "Set Activities based on Document Location or folder" in Slife Labs:

Hmmm. That's an idea. We will look into it.

Here's the issue. Most times, all Slife knows is the name of the file you are working on, say "report.doc". That's it. No metadata about the file or anything. Slife could ask Spotlight for metadata about "report.doc", but what if there's more than one "report.doc" in the file system? Then it becomes really hard to distinguish them.

Toby Stokes marked one of John B's replies in Slife Labs as useful. John B replied to the idea "Set Activities based on Document Location or folder".

John B replied on August 20, 2008 01:45 to the idea "Set Activities based on Document Location or folder" in Slife Labs:

Doing a find/replace could get tricky. You'd have to search for more than just links - also images, any type of embed or object, any filesystem operation in PHP, and so on. I think it could get pretty complicated.

I was wondering if there's a way to add metadata to a file, so I popped open the Get Info window. Could you do it by adding spotlight comments? That wouldn't mess with the actual files, and may work.

ethomaz replied on August 19, 2008 23:29 to the idea "Set Activities based on Document Location or folder" in Slife Labs:

I agree. The way I see it, the issue with version control is a bigger problem than the links. In addition to changing the filenames, Slife could go into the files and do a quick find/replace on all the links.

A comment on the idea "Set Activities based on Document Location or folder" in Slife Labs:

1) the tracking a whole folder thing is KEY for me.
2) the changing filename wouldn't be a huge deal for me, but JohnB (below) makes important points about problems it could cause. – saramichelef, on August 18, 2008 18:55

Toby Stokes started following the idea "Set Activities based on Document Location or folder" in Slife Labs.

Toby Stokes replied on July 22, 2008 15:04 to the question "Undo manual payment receipt of invoices?" in FreeAgent Central:

I think I have the same situation here, but would just like to clarify i'm not missing a trick...

I would like to add manual payments when I receive them, mainly because I will have forgotten what invoices were what by the time the bank statement turns up at the end of the month.

Great if FreeAgent will manage will match these up - I expect it will miss most because of the lag before cheques clear?

Will I then need to delete the misaligned manual payments so there is amount due on these invoices?

I feel I am probably taking an extra step here, but I can't see a way around it. Any recommendations?

The only solution I can see would be for under 'Explain a Transaction', there to be an option to 'claim' a manual payment as a match.

Toby Stokes replied on July 07, 2008 12:34 to the question "Google Adsense income - what to do with it" in FreeAgent Central:

I have a similar situation with other online services where I receive a markup.
When I receive the income, I simply create an invoice for that amount, addressed to e.g google, then mark it as paid. Obviously it doesn't need to be actually sent.
This system was set up pre FAC, and 'Subscription Income' sounds like it's a better solution, but my accountant is happy with it.

Olly replied on June 30, 2008 11:03 to the question "Invoice Filtering" in FreeAgent Central:

Hi Toby

Thanks for the idea. We'll have a chat about it and look at improving the invoice views we currently have in the coming weeks.

richallum started following the question "Invoice Filtering" in FreeAgent Central.