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BILLS: Save and reprint (or rebuild) electronic billing files when resubmits are required from audit house.

No description provided
Tom Hinds about 1 year ago in Billing 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 about 1 year ago in Billing 0

BILLS: Allow setting up different billing arrangements for individual references.

No description provided
Tom Hinds about 1 year ago in Billing 0

BILLS: Allow sorting bill run by NN2 instead of NN1

System was set up long ago incorrectly and don't want to switch NN1 and NN2 for everyone.
Tom Hinds about 1 year ago in Billing 0

BILLS: On Timekeeper Summary, show both Total Hours and Billable Hours

Currently you can do only one or the other, not both.
Tom Hinds about 1 year ago in Billing 0 Planned

REPORTS: On Statements, add a filter to include only clients with Balance Due over XX.

No description provided
Tom Hinds about 1 year ago in Reporting 0 Planned

BILLS: On Project Summary Subtotals section of bills, provide new fields to account for Replenish funds

"Balance Due + Replenish funds" and or "Replenish funds total" were recently add to the Project Summary Client Totals section. Please also add them to Project Summary Subtotals section.
Tom Hinds about 1 year ago in Billing 0 Planned

FUNDS: Choose a Auto Payment date that will allow transfer when using TAL.

Client funds can be set to automatic payment from funds when a bill is approved. However, if the bill date is not today's date, when the G/L transactions go to Quickbooks, then the user has to manually change the date of each journal entry in Quic...
Tom Hinds about 1 year ago in Funds 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 about 1 year ago in Account Receivables (A/R) 0

BILLS: Add a budget section or budget fields to bills

Similar to what is available in pre-bill worksheet.
Tom Hinds about 1 year ago in Billing 0