Andrew Hambly
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Activity overview
Latest activity by Andrew Hambly-
Andrew Hambly commented,
Hi Simon, That's certainly something we can do. We have a client payment portal site that links to a payment provider called QuickFee. For those clients using it we have a clickable link on the Fee...
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Andrew Hambly commented,
Hi Danielle, what screen are you talking about here? When you say the WIP screen, are you talking about the clients WIP transactions? Or is this in a bill? If it's in a bill then if you want to w...
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Andrew Hambly commented,
I can see how having an option to "Create next X" jobs might be handy. So you create the first job and then as well as the rollover button to create the next 1 job you can click something else and ...
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Andrew Hambly commented,
Is there some reason you wouldn't just set up the first job and roll it over as many times as required? Do you actually want 12 monthly jobs (for example) all created at the start of the year, whic...
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Andrew Hambly commented,
Hello, Development here. There was (is) a system option in the system to require tasks when doing WIP transfers but there has never been a system option or transaction setting to make tasks mandato...
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Andrew Hambly commented,
Just to add more confusion you also handle prospects in the same area so it's prospects, contacts and clients. I suppose "New Stuff" is a bit generic? ;-)
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Andrew Hambly commented,
This is already available. You just go to the collection details of the invoice and you can add/remove/update the invoice attachment,
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Andrew Hambly commented,
Oh, and the button should open a dialog so that the user isn't taken from the current page.
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Andrew Hambly created a post,
Feedback button
CompletedWe have had requests from the users at the last user group meeting to add a feedback button to the v9 menu that will automatically pick up the current page, the name of the user, the system version...
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Andrew Hambly commented,
Can you tell us how you would handle credit notes after you'd transferred the original bill to another client? When the credit note is confirmed it would put the debit back into WIP on the original...