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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 almost 2 years ago in Slips 0

SECURITY: Include option to prevent access to client Notes.

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

SECURITY: Allow view-only rights for slips of other timekeepers without providing edit rights.

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

AUDIT: Include clear proof in audit trails

No description provided
Tom Hinds almost 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 over 2 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

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