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...
ECENTER: Warn when removing a login associated with "not complete" slips.
Show a warning when removing a login from the eCenter for a user that has Not Complete slips. This will help ensure billable time is billed properly in Premium.
FUNDS: Include a Payment Type on Funds Transactions - IRS Issues - R-02638
Being able to sort Trust payments by Payment Type would make a huge difference - obviously for deposit reports. The IRS requires a Form 8300 for Cash transactions greater than $10,000 for related matters. This includes multiple payments that add u...
BILLS: Automated Bill Due Reminder Emails - R-02442
The end-user would like to send a customized email, based on a template to all clients who are setup to receive invoices and/or statements via email. This automated process should allow the Timeslips user to set the days before due, whether to sen...
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