Graham Steen
Tax Operations Manager
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Activity overview
Latest activity by Graham Steen-
Graham Steen commented,
We would prefer not to make a customization here, thank you.
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Graham Steen created a post,
Job Notes
CompletedV9.6.7166.27130: Currently every note defaults to be deleted when the job is closed unless a note type that we have created is selected. I would like the option to change the default setting on not...
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Graham Steen created a post,
Job Control Dashlet Links
Not plannedCurrently the On My Desk link within the Job Control Dashlet takes you to the My Desk jobs page for that user but always reverts the "To" date field to 12/31 of the current year. If you have jobs w...
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Graham Steen commented,
It would be even better if you could export to excel when multiple filters are applied.
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Graham Steen commented,
that would work just fine. we really just need something that will make task selection in each time entry mandatory when there are tasks associated with a job. If that is a setting we can turn on t...
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Graham Steen created a post,
Exporting to Excel with Multiple Filters
CompletedCurrently you cannot export a set of data or a jobs list to excel when you have more than one column filtered. Would it be possible to add a prompt when trying to export data with multiple filters ...
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Graham Steen commented,
That is great, do you have a preliminary date on when this release might be available so we can be on the lookout for it?
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Graham Steen commented,
I would be very interested to hear from Development on if this can be a system setting for us or hear more from Lisa on the transaction setting.
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Graham Steen created a post,
Analysis Code Defaults in Time Entry
CompletedWe would like the analysis code in each time entry to default to Chargeable Time if that is the only analysis code available. This default could also be applied to any other time entry that only ha...
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Graham Steen created a post,
Task Selection in Time Entry Mandatory to Complete Entry
CompletedPlease make the selection of a specific Task in each time entry a mandatory field for each time entry to be completed. This will insure that all time is associated with a task and get rolled to the...