Ann Tillis
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Activity overview
Latest activity by Ann Tillis-
Ann Tillis commented,
That would be helpful as to assist client and acknowledge them upon receipt of call. Also, to give you time to look up their account for support staff.
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Ann Tillis commented,
This was a favorable enhancement request. What is the likelihood of this happening?
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Ann Tillis created a post,
Billing Instructions text field
This is an enhancement request.... I want the ability to update the billing instructions field in the billing wizard (that will in turn, update the billing instructions in the "client details" and ...
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Ann Tillis created a post,
Receivables - Invoice History display default
When accessing the receivables screen and selecting an invoice in the history details. You have the option to "view" by "analysis" or by "narrative". The default is to view by "analysis". I want th...
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Ann Tillis created a post,
Billing an interim bill on a group client
When billing a related client (Billing client "a" for client "b") I realized that the service you are billing on has to be active for client "a" and client "b". Please update functionality to addre...
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Ann Tillis commented,
Yes, like when we would say: Preparation of federal and state income tax returns for year ended December 31, 2020; including 2021 tax projections and tax planning.
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Ann Tillis created a post,
Date Placeholders for Recurring Billing, Scheduled Billing and other automated narrative functions
1. PRIORMOYR = ""Previous Month and Year"" = March 20222. CURRENTMOYR = ""Current Month and Year"" = April 20223. FOLLOWMOYR = ""Following Month and Year"" = May 20224. PRIORYRONLY = ""Prior Year...
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Ann Tillis created a post,
BATCH CONTROL IN CASH DEPOSITS
In an effort to incorporate checks and balances into your cash deposits process, it is helpful to use a batch control feature, which allows you to track the amount you intend on entering for your c...
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Ann Tillis created a post,
Billing Wizard execution functionality
It would be more efficient for those submitting invoices (without the ability to confirm) to "Submit" an invoice (which would combine the check of policy, submission to approver and close the draf...