Pre bill worksheet needs to be able to be downloaded into Excel... it boggles my mind that this cannot be done
There are times when downoading the pre bill worksheet into excel allows for other types of work to be done with this information. The fact that only the slip listing can be downloaded (with no ability to see totals at all from this function) is i...
Should allow deletion of time or expense slips directly from bill preview just like we can edit entries and time. Now you cannot delete. One has to open actual slip and delete. Very time consuming.
Sort by Hold and Master Client fields on Client Information list
Timeslips user with a verrrry long Open client list regularly puts clients on Hold from the client list during the billing process. She then has to crawl through the list and remove the Holds individually. If she could sort by that column, she cou...
BILLS: Provide a way to submit changes to a bill or worksheet that can be easily approved, so billing manager can avoid manually editing records based off notes.
My idea is to have the option to have a billing entry re-occur annually, whether it is a fee, cost, or task. We have over 300 clients that we bill a particular charge to once a year and having this feature would avoid me having to enter over 300 c...
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