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NAMES: Add rates to references

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Tom Hinds over 1 year ago in Clients 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

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 10 months 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 11 months ago in Navigators & Procedures 0

My List options

If we could make My List Tasks restrictive, we could more tightly control which Tasks were used by Timekeepers. If the My List Tasks worked with Activities set by Client, we , could determine more tightly which Tasks were used, even going so far a...
Heath Heath about 1 year ago in Activities 0

Client Activity selection is not restrictive.

We are allowed to choose activities to be associated with Clients. If we enter the Client before the Activity, we see only activities associated with the Client, However, if we choose the activity before choosing the client, we can choose activiti...
Heath Heath about 1 year ago in Activities 0

NAMES: Allow more than 30 characters Client NN1 and NN2

We have a number of clients with long names that get cut off when added to Timeslips. We would like this field to allow more than 30 characters.
James Reese over 2 years ago in Clients 0

Have a Start Date and End Date setup in the Tmeslips ECenter

Timeslips E Center needs to setup a Start Date and End Date just like it has in the Main Timeslips. Since it doesn't have it now, I need to enter the dates when I bring users monthly time into the main Timeslips. They write the Start Date and End ...
Barbara Schneier about 1 year ago in eCenter 0

Annual Re-Occurring Billing Entry

My idea is to have the option to have a billing entry re-occur annually, whether it is a fee, cost, or task. We have over 300 clients that we bill a particular charge to once a year and having this feature would avoid me having to enter over 300 c...
Tish Crolius over 1 year ago in Billing 1