Denise Semrad
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Recent activity by Denise Semrad Sort by recent activity-
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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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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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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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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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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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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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.)
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Change workflow status of multiple jobs
Not plannedWe would like to see a more efficient means by which we can change the workflow status of multiple jobs. We have used batches but it isn't ideal
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Push jobs/tasks to Staff
AnsweredWe would like to be able to pre-define a staff member to whom a job will push when it's been logged into the office so that it automatically appears on their Jobs list when it's ready to be prepared.
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Contact Name rather than Client Name used on client invoices
AnsweredCurrently, the client name that's entered on the Client tab in Client Details is used for client invoices. Client searches for time entry, billing, etc. are more efficient if the clients last name...