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SLIPS: Allow multiple Slip Entry windows open at once.

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

SECURITY: Include option to prevent access to client Notes.

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

BILLS: In Billing Assistant, show the name of the bill layout the client is using

No description provided
Tom Hinds about 2 years ago in Billing 0 Planned

AUDIT: Include clear proof in audit trails

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

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.
James Reese almost 3 years ago in eCenter 0

TSADMIN: On View Licenses screen, show Last Login date for each license

Showing the last login date of each license can help determine which one to clear.
James Reese about 3 years ago in Other 0

SLIPS: Add WIP and Billed Totals to bottom of Slip List - R-02695

No description provided
James Reese about 3 years ago in Slips 0

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...
James Reese about 3 years ago in Funds 0