The ability to "X" out a client on the WIP portfolio screen if you don't want to bill it. When you go to the WIP screen, you see all of the clients that have WIP. Many times some of the amounts are small or you know you're not going to bill it this month, so it would be nice to be able to click an "X" and have it hidden from your WIP screen. I end up making a paper list of all of the clients I want to bill that month so I don't have to continuously scroll through each client.
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2 comments
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Michelle Harris Official comment Hi Wanda
We will review this as part of the billing rewrite.
Thanks
Michelle
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Michelle Harris This is included as My Selected Clients in 9.7
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