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REPORTS: On Statements, add a filter to include only clients with Balance Due over XX.

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Tom Hinds over 1 year ago in Reporting 0 Planned

BILLS: On Project Summary Subtotals section of bills, provide new fields to account for Replenish funds

"Balance Due + Replenish funds" and or "Replenish funds total" were recently add to the Project Summary Client Totals section. Please also add them to Project Summary Subtotals section.

Tom Hinds over 1 year ago in Billing 0 Planned

FUNDS: Choose a Auto Payment date that will allow transfer when using TAL.

Client funds can be set to automatic payment from funds when a bill is approved. However, if the bill date is not today's date, when the G/L transactions go to Quickbooks, then the user has to manually change the date of each journal entry in Quic...

Tom Hinds over 1 year ago in Funds 0

BILLS: Add a budget section or budget fields to bills

Similar to what is available in pre-bill worksheet.

Tom Hinds over 1 year ago in Billing 0

FUNDS: Allow to transfer money between funds accounts for related projects

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Tom Hinds over 1 year ago in Funds 0

REPORTS: On Invoice Listing (no detail style), include Paid and Adjustments in two separate columns.

No description provided

Tom Hinds over 1 year ago in Reporting 0

NAV: On Slip Lists in Timeslips Today and Navigators, allow sorting by Client NN2.

No description provided

Tom Hinds over 1 year ago in Navigators & Procedures 0

AR: In the AR Entry, Add "Find Client by Invoice" tool to the TAB order.

Ease of use, so I don't have to switch between keyboard and mouse.

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

SETTINGS: Master preference file to use as default for all stations

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Tom Hinds over 1 year ago in Other 0

NAV: On Navigators, allow formatting values; ex: commas for thousands separator

No description provided

Tom Hinds over 1 year ago in Navigators & Procedures 0