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AR: Assign transactions to a specific timekeeper's charges

Examples: This allows you to pay off one timekeeper's charges, or pay off one timekeeper before paying off another.
Tom Hinds over 1 year ago in Account Receivables (A/R) 0

BILLS: On bill reminders, add "Quarterly" to the Remind Me frequency.

No description provided
Tom Hinds over 1 year ago in Billing 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 over 1 year ago in Clients 0

NAMES: Add rates to references

No description provided
Tom Hinds over 1 year 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 over 1 year ago in Clients 0

SLIPS: Allow multiple Slip Entry windows open at once.

No description provided
Tom Hinds over 1 year ago in Slips 0

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

No description provided
Tom Hinds over 1 year ago in Slips 0

REPORTS: Include unbudgeted timekeepers on budget reports

Budget Reports should include entries, or at least the option to include entries, for timekeepers who are not budgeted for, but have entries applicable to the report. This way we can see timekeepers who have charged time that were not budgeted for
Tom Hinds over 1 year ago in Reporting 0

SLIPS: Another "extra" field on slip that is a drop down with user-defined values.

This could be very helpful when needing another layer to categorize charges.
Tom Hinds over 1 year ago in Slips 0

SECURITY: Include option to prevent access to client Notes.

No description provided
Tom Hinds over 1 year ago in Other 0