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LINKS: Interface with Google drive or Dropbox or something like that to store and share attachments

No description provided
Tom Hinds over 1 year ago in Integration 0

TAL: Link with Quickbooks Online

No description provided
Tom Hinds over 1 year ago in Integration 0

BILLS: Provide a way to submit changes to a bill or worksheet that can be easily approved, so billing manager can avoid manually editing records based off notes.

This would help in remote situations.
Tom Hinds over 1 year ago in Billing 0

AR: Allow more formatting of Email receipts

Includes receipts for payments, reverse payments, payments from accounts, payments to account. Allow graphics or include the bill header in the email and send receipt to client as PDF
Tom Hinds over 1 year ago in Account Receivables (A/R) 0

SECURITY: Allow viewing slips of only specific Clients.

No description provided
Tom Hinds over 1 year ago in Other 0

NAMES: Option to move the In Reference To field back to first page of Client Info

No description provided
Tom Hinds over 1 year ago in Clients 0

SLIPS: Attachment scan feature should accomodate multi-page types (PDF, TIF)

No description provided
Tom Hinds over 1 year ago in Slips 0

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 over 1 year ago in Account Receivables (A/R) 0

Search Feature in Filter for Slip Selection

In reports, I think that a search feature in the "Filter for Slip Selection" would be extremely helpful. Currently, you can only scroll to a slip number you want to select and it's very time consuming especially when you have numerous slips to sel...
Tish Crolius about 1 year ago in Reporting 0

Navigator - Schedule of Unbilled Time always totals $0, regardless of the number of unbilled slips

Unbilled invoices should have a positive total, not $Zero
Gary Tenzer about 1 year ago in Navigators & Procedures 0