
Evelyn Sexton
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Recent activity by Evelyn Sexton Sort by recent activity-
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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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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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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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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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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Job group/master file
AnsweredCould you add the job group/master file column to the Global tax job management, staff jobs and client jobs detail? In fact, it would be great if all the columns were available for all the jobs li...
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Client rating in jobs lists
CompletedWe would like to see Client Rating added as a column in the various jobs lists. This would be to answer the partners’ question of which of my top clients have jobs in progress.