Derrick Fung
- Total activity 15
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 7
Activity overview
Latest activity by Derrick Fung-
Derrick Fung commented,
I understand that this request would make the guides longer but I still feel it is important to make sure the user fully comprehends what Practice Engine is reporting.
-
Derrick Fung created a post,
Proper Definition of Terms Used in Guides
I find that the user guides do not do a good job of defining the terms that Practice Engine uses. Some terms are defined while others are not. One example is WIP Billed in the Billing Portfolio. Wh...
-
Derrick Fung created a post,
Bill Print Tracking
There needs to be a way to track who printed and e-mailed a bill out other than to just search the e-mail logs.
-
Derrick Fung commented,
Will this filtering also include the ability to exclude certain things? We want to filter the Staff Jobs listing to display only jobs that have been assigned. I know we can do that by downloading t...
-
Derrick Fung commented,
I also understand that there is an existing feature to warn the user that they are recording to a closed period. The user can dismiss the warning and still continue recording to a closed period. Th...
-
Derrick Fung created a post,
True Period Close
A feature to truly close a financial period is needed. No user should be able to record anything to a closed financial period. For example, I should not be able to record anything to October 2021 a...
-
Derrick Fung created a post,
Uneditable PDF
I'd like to request a Practice Engine feature where the PDF it creates is uneditable. For example, PDF invoices generated and e-mailed out by Practice Engine should be uneditable.
-
Derrick Fung created a post,
Report Builder Within PE
CompletedThe ability for administrators to build custom reports themselves and then assigning access to specific user profiles would be invaluable.