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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

No description provided
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

No description provided
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

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.
Tom Hinds over 1 year ago in Billing 0

CALENDAR: Enhance calendar functionality

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....
Tom Hinds over 1 year ago in Other 0

AR: Assign transactions to a specific timekeeper's charges

Examples: This allows you to pay off one timekeeper's charges, or pay off one timekeeper before paying off another.
Tom Hinds over 1 year ago in Account Receivables (A/R) 0