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Annual Re-Occurring Billing Entry

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...
Tish Crolius over 2 years ago in Billing 1

Bigger check boxes please!

My dexterity isn't what it once was. lol
HMLaw HMLaw over 2 years ago in Other 0

report of security templates assigned to timekeepers

we utilize 3 different templates with varying levels of permission for our timekeepers. There is no place to confirm the template assigned to a ttmekeeper hired 15 yeras ago is the correct one. the ability to look somewhere or a run a report would...
kmm kmm over 2 years ago in Timekeepers 0

Add Percent Complete billing arrangement to FULL BILL category.

Adding the percent complete arrangement to the Full Bill will account for the costs to be included in the percentage complete of the entire project.
Vicki Rowden about 1 year ago in Billing 0

Add Gmail to send Bills/Invoices

Need to send billing/Invoices through GMAIL
Michelle Meyers about 1 year ago in Billing 1

ISSUE WITH BALANCES

The past 2 months the program has failed to balance or carry of credits/balances of certain clients when preparing billing. Yes, I have applied payments after billing has been approved, etc. It is very frustrating to have get this done, and chat w...
Guest over 2 years ago in Account Receivables (A/R) 0

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 over 2 years ago in Slips 0

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

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

LINKS: Link/sync with Office 365 Calendar

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