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REPORTS: A bill and statement layout listing, showing counts of how many clients are using each layout.

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

REPORTS: On pre-bill, include an option to reconcile replacement slips so I can review those dates and totals before generating bills.

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

REPORTS: On Aged WIP with Contact Info, include Slip Type filter.

This would allow me to make versions of the report that show only WIP fees or only WIP costs.
Tom Hinds over 1 year ago in Reporting 0 Planned

REPORTS: Track the tax collected per each expense and provide a report with these totals.

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

REPORTS: On the Abbreviation report, include a bigger space between Token and Description.

If all 8 characters of token are used, they overlap description.
Tom Hinds over 1 year ago in Reporting 0 Planned

BILLS: Include Balance Due on history bills.

I would like to suggest adding the balance due to a historical billing statement. If the bill is filed with the court the Judge will want to see the total due. I have been saving the bill as a text file, calculating the balance due by hand and typ...
Tom Hinds over 1 year ago in Billing 0

REPORTS: Better spacing and alignment in periodic reports.

Several customers call about overlapping values or reports running off the paper. The work-around to export to excel is tedious.
Tom Hinds over 1 year ago in Reporting 0

REPORTS: Allow all reports (including pre-bill) to export to Excel

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

LINKS: Link/sync with Office 365 Calendar

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

LINKS: Link/sync to web-based Outlook

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