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AR: Allow undoing writeoffs

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...
Tom Hinds about 2 years ago in Account Receivables (A/R) 0

Backup Slip Attachments PDF from any source

All timekeepers should be able to attach expense backup to expense slips and to be able to use any scanner (including a phone scanner) to send a PDF for expense backup to be attached to an invoice. This should be included in eCenter, timeslips GO,...
John Till 8 months ago in Billing 0

Sort by Hold and Master Client fields on Client Information list

Timeslips user with a verrrry long Open client list regularly puts clients on Hold from the client list during the billing process. She then has to crawl through the list and remove the Holds individually. If she could sort by that column, she cou...
Heath Heath almost 2 years ago in Billing 0

Extended Time Out time or option to NOT time out

Our browsers time out after only 3-5 minutes. We bill our tasks in 6 minute increments, so every time we go to enter a slip, we have to re-login. If we are working on a project and have begun to enter time, then it logs us out, we lose what we had...
Karyn Stiles 8 months ago in Navigators & Procedures 0

SLIPS: Display slip description for individual slips within rows of Slip List

This will let you review slip descriptions easily without having to click on individual slips.
Tom Hinds about 2 years ago in Slips 0 Planned

ECENTER: Expand abbreviations before clicking Save like in Premium

No description provided
Tom Hinds about 2 years ago in eCenter 1

NAMES: Add rates to references

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

Entering receipts

It would be a nice idea if payments could be entered in batch (multiple clients at one time) instead of entering one at a time.
Jeffrey Bookman over 1 year ago in Account Receivables (A/R) 0

Pre bill worksheet needs to be able to be downloaded into Excel... it boggles my mind that this cannot be done

There are times when downoading the pre bill worksheet into excel allows for other types of work to be done with this information. The fact that only the slip listing can be downloaded (with no ability to see totals at all from this function) is i...
Alan Lasko 10 months ago in Billing 0

Control which clients a Timekeeper can access/use

Allow the eCenter Admin to control/set which clients a Timekeeper can access/use. This functionality would be similar to "My Client List Selection" in Timeslips premium. Timekeepers can currently access all active clients which can result in confu...
David Bier 10 months ago in eCenter 0