Evelyn Sexton
- Total activity 78
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Activity overview
Latest activity by Evelyn Sexton-
Evelyn Sexton created a post,
Set dashboard defaults for new reports dashboard
There is currently no option to set defaults for the new reporting dashboard. Would you please add this option? Thanks.
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Evelyn Sexton created a post,
Staff budget all option
CompletedCould we have back the option of picking All from the drop down in the staff budget section, thus allowing for the template to include all staff. In 9.6 this was possible. In 9.7 the all selectio...
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Evelyn Sexton commented,
I'm requesting a change in 9.7 which according to support is not an SP change. It would be great if the default was current year.
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Evelyn Sexton created a post,
Staff budgets date default
AnsweredDevelopment, I would like to request that the drop down in the Staff budget portfolio default to current year rather than the first year on record. See screen shot below.
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Evelyn Sexton commented,
Agreed. This would be a very helpful feature.
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Evelyn Sexton commented,
I vote yes on this one!
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Evelyn Sexton created a post,
Job archiving feature
AnsweredCould you add a feature where we can archive jobs? We want to retain record of old jobs without them showing in the jobs lists.
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Evelyn Sexton commented,
We only use tasks for our A&A work. Making task selection mandatory for those would be great. For the rest of our jobs, however, we would need to be able to opt out of the tasks somehow. I guess...
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Evelyn Sexton created a post,
Invoice emailing
AnsweredIt would be great to be able to email the invoice to more than one person. Could we get a secondary AR email field?
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Evelyn Sexton commented,
Ryan, I like that idea. When we roll out the forwarding piece, it looks like we will use roles for A&A but not for tax. Thanks