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Reporting

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REPORTS: Better spacing and alignment in periodic reports.

Several customers call about overlapping values or reports running off the paper. The work-around to export to excel is tedious.
Tom Hinds about 1 year ago in Reporting 0

REPORTS: Allow all reports (including pre-bill) to export to Excel

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

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

REPORTS: On Invoice Listing (no detail style), include Paid and Adjustments in two separate columns.

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

UA: Print the "What’s New" topics to PDF

Be able to print the what's new topics to a PDF as an Upgrade Guide of sorts.
James Reese over 2 years ago in Reporting 0

REPORTS: Taxable Expense Report

In NM not all expenses (what I call advanced costs) are taxable. Between Payment Distribution - Fees & Costs, Tax on Each Invoice and Tax Collection Summary reports I have managed to manually arrive at what amount we owe the state in gross rec...
James Reese over 2 years ago in Reporting 0

REPORTS: When using a date range filter, show the date of week

When you are using a date range in a report or on a dialog box, also show the day of week in the line item. So instead of showing 7/3/2023 to 7/7/2023, you would see MON 7/3/2023 to FRI 7/7/2023.
James Reese over 2 years ago in Reporting 0

REPORTS: Print reports automatically on a schedule

Allow reports to automatically print to a PDF on a particular schedule. This should be able to work with relative dates, etc.
James Reese over 2 years ago in Reporting 0

REPORTS: Any reports that use hard-coded filters to expose those filters and default to them instead

No description provided
James Reese over 2 years ago in Reporting 0