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CALENDAR: Enhance calendar functionality

1.) Filter the calendar by client 2.) Create calendar event templates For example, X client type requires events 1, 2, 3, etc. to be completed by date 1, 2, 3, etc. Each of the events would be assigned a category and a "Competed" flag. 3....
Tom Hinds almost 2 years ago in Other 0

NAMES: Ability to name a rate level.

By naming what a rate level represents, it helps those entering slips to choose the appropriate billing rate.
Tom Hinds almost 2 years ago in Clients 0

NAMES: Option to move the In Reference To field back to first page of Client Info

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

SLIPS: Attachment scan feature should accomodate multi-page types (PDF, TIF)

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

AR: Allow undoing writeoffs

It would be FANTASTIC if there was a way to undo a write off. Once you run the GL transfer as you know you cannot. We are paid by insurance companies and often the send payments months down the road for fees we wrote off so I then have to create a...
Tom Hinds almost 2 years ago in Account Receivables (A/R) 0

SECURITY: Allow view-only rights for slips of other timekeepers without providing edit rights.

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

Search Feature in Filter for Slip Selection

In reports, I think that a search feature in the "Filter for Slip Selection" would be extremely helpful. Currently, you can only scroll to a slip number you want to select and it's very time consuming especially when you have numerous slips to sel...
Tish Crolius over 1 year ago in Reporting 0

Navigator - Schedule of Unbilled Time always totals $0, regardless of the number of unbilled slips

Unbilled invoices should have a positive total, not $Zero
Gary Tenzer over 1 year ago in Navigators & Procedures 0

NAMES: Allow more than 30 characters Client NN1 and NN2

We have a number of clients with long names that get cut off when added to Timeslips. We would like this field to allow more than 30 characters.
James Reese almost 3 years ago in Clients 0

My List options

If we could make My List Tasks restrictive, we could more tightly control which Tasks were used by Timekeepers. If the My List Tasks worked with Activities set by Client, we , could determine more tightly which Tasks were used, even going so far a...
Heath Heath over 1 year ago in Activities 0