
Denise Semrad
- Total activity 29
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Activity overview
Latest activity by Denise Semrad-
Denise Semrad created a post,
Draft zero bills in bulk
We would like to be able to draft zero bills for clients in bulk. Specifically, these would be clients who aren't in the same group.
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Denise Semrad created a post,
Job Rollforward - Actual Hours Summarized by Person
Currently, when we choose to use the prior year actual hours for the current year budget, each individual transaction is brought over, rather than a summary. The option to have hours summarized by...
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Denise Semrad created a post,
Ability to filter out inactive staff in PE Scheduler Work Profiles
We would like to have the option to filter out all inactive staff when working in Work Profile Administration in the scheduler.
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Denise Semrad commented,
Hi Brad, This was just a general enhancement suggestion. Overall, our staff has found that using the batching function isn't ideal, or necessarily efficient. Thanks,Denise
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Denise Semrad created a post,
Scheduler - No warning when clicking "X" on Current Schedule
CompletedWe would like a warning to appear after someone clicks the "x" on the schedule in Current Schedule view. It's very easy to click this instead of the pencil and if the "x" is clicked, the schedule ...
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Denise Semrad commented,
We feel it would be valuable to have the ability to allocate time evenly across selected clients/jobs as well.
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Denise Semrad created a post,
Bulk Admin Statements - 60, 90, 120 Days
CompletedWe would like to see an option within the Bulk Admin Statement function that would allow us to specify that the statement only include invoices that are over a certain number of days old (i.e. 30, ...
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Denise Semrad commented,
This is what we're doing presently. Has any consideration been made to adding this feature in the future?
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Denise Semrad created a post,
WIP Reserves line on the Global Portfolio dashlet
We would like to see a line for WIP Reserves on the Global Portfolio dashlet.
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Denise Semrad created a post,
Workflow status for extensions
AnsweredWe would like to see the workflow status for extensions rather than just the fact that the return is on extension. (i.e. not received, preparation, review, etc.)