Zoë Moore
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Votes on activity by Zoë Moore Sort by votes-
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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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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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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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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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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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.
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Billing Guide View After Bill Confirmed
When the bill has been confirmed and the billing guide is then printed, you are unable to see how many hours the WIP time relates to. Therefore unless you printed the billing guide prior to confir...
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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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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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Department Dashlet
AnsweredPlease can you add a dashlet for department productivity