When a new file is opened, there are a few things i need to do to make sure it's ready for billing instead of finding out when i go to submit the bill that the information in the client's ebilling portal is not complete. I would like to either be able to see the "Create Date" in the Client List and can sort by to see the most recent files or be able to generate a report for files opened/created in the last 15/20/30 days so i can make sure they're all good to go.
i know when i have a case open/i'm looking at the Client information screen, i can't see the open date anywhere. i have to click Special/Audit Trail to be able to see the date but since i am not involved in the open part of the file, i am not aware if there is a new file for the day/week/month.
thanks,