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.
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
1.) Filter the calendar by client
2.) Create calendar event templates
For example, X client type requires events 1, 2, 3, etc. to be completed by date 1, 2, 3, etc. Each of the events would be assigned a category and a "Competed" flag.
3....
In the list appearance options of the Claim/Case list window in Premium, I would love the option to have "Restrict Slip Entry" as an available field to select. I use this feature on cases that are technically closed but have open A/R balances. Thi...
