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SLIPS: Copy a group of slips to another client

Current solution is to "export slips to file and then import slips to other client"
Tom Hinds almost 2 years ago in Slips 0

ECENTER: Expand abbreviations before clicking Save like in Premium

No description provided
Tom Hinds almost 2 years ago in eCenter 1

REPORTS: On statements, include a consolidated summary section like on bills.

No description provided
Tom Hinds almost 2 years ago in Reporting 0

LINKS: Interface with Google drive or Dropbox or something like that to store and share attachments

No description provided
Tom Hinds almost 2 years ago in Integration 0

LINKS: Link/sync with Office 365 Calendar

No description provided
Tom Hinds almost 2 years ago in Integration 0

LINKS: Link/sync to web-based Outlook

No description provided
Tom Hinds almost 2 years ago in Integration 0

TAL: Link with Quickbooks Online

No description provided
Tom Hinds almost 2 years ago in Integration 0

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.

This would help in remote situations.
Tom Hinds almost 2 years ago in Billing 0

AR: Allow more formatting of Email receipts

Includes receipts for payments, reverse payments, payments from accounts, payments to account. Allow graphics or include the bill header in the email and send receipt to client as PDF
Tom Hinds almost 2 years ago in Account Receivables (A/R) 0

SECURITY: Allow viewing slips of only specific Clients.

No description provided
Tom Hinds almost 2 years ago in Other 0