Tax Operations Manager
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PostsRecent activity by Graham Steen Sort by recent activity
V9.6.7166.27130: 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...
Job Control Dashlet LinksNot planned
Currently 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...
Exporting to Excel with Multiple FiltersCompleted
Currently 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 ...
Analysis Code Defaults in Time EntryCompleted
We 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...
Task Selection in Time Entry Mandatory to Complete EntryCompleted
Please 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...