Melissa Heaton
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Activity overview
Latest activity by Melissa Heaton-
Melissa Heaton created a post,
Billing Guide - WIP/Fee Allocation - Job
Can the job name also be included on the Billing Guides (main portfolio) and Fee Allocation Plan along with the service name? (Running version: 9.6)
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Melissa Heaton created a post,
AR Statements - Order of Invoices
When including copies of the invoices with AR statements, is it possible to have it start with oldest outstanding first instead of current? I usually rearrange them so the client sees the older inv...
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Melissa Heaton commented,
Yes, I agree. The file name is really long when emailing from PE. I've had to email the invoices to myself before and rename.Taking the day of the week out would definitely help. I would also go ...