BILLS: Update saved selection template when previewing bills
If using a saved selection filter to preview a bill run, you should be able to update that saved filter if you remove clients from the bill run during the preview.
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....