Zoë Moore
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Activity overview
Latest activity by Zoë Moore-
Zoë Moore created a post,
Zero Bills - Audit Trail
There is nowhere to see at the front end of PE who drafted / approved a zero bill, this means there is no audit trail. Please can the drafted by and approved by boxes be added so we can see who rai...
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Zoë Moore created a post,
Zero Bills - Memo
When you draft a zero bill, on the header page you have the option to add a memo, however once the bill has been confirmed you cannot seem to view the memo anywhere. There is no audit trail within ...
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Zoë Moore created a post,
Client Dashlet
Would it be possible to have a dashlet option on the client dashboard that gave you the client attributes information, instead of having to go in to the client details page to see these?
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Zoë Moore created a post,
Staff Rates Portfolio Grid
Would it be possible to have the premium and any other charge out rates as column options in the staff rates list. Currently it only shows the standard rate.
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Zoë Moore commented,
Hi Michelle They have prepared an import feature which was chargeable, the request is more that this should be a standard feature within the system.
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Zoë Moore created a post,
Month End Close
There should be an option to stop staff creating new bills and expenses when we are trying to run a month end close.
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Zoë Moore created a post,
WIP and Debtor Provisions
AnsweredThere should be a feature as standard to bulk import debtor and WIP provisions in to PE on a monthly / quarterly basis.
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Zoë Moore created a post,
Permissions Groups
When adding members to a permission group, you can't view a list of all staff or by first letter of their name, making adding members very time consuming. It would be useful to be able to have the ...
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Zoë Moore created a post,
Department Dashlet
AnsweredPlease can you add a dashlet for department productivity
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Zoë Moore created a post,
Staff Rates Portfolio Grid
It would be useful to have the staff grade as an option to be included in the staff rates portfolio grid.