Lisa Dunnigan
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Votes on activity by Lisa Dunnigan Sort by votes-
Please bring back the colors in the Dept Schedule!
CompletedI know this seems insignificant (and maybe even a bit irrational) but I have been getting numerous complaints about the loss of color in the Department Schedule in version 9. The Managers/Partners ...
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Tax Return Controls Dashlet enhancement request
CompletedIn the Tax Return Controls dashlet on the Staff Dashboard, it would be great if there was a setting that allowed the staff to select which Service they wanted this to default to. Right now, it is d...
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Add check number to "View Allocation" reports for receipts posted.
CompletedWe would like to be able to see the client check number for client payments on the DRS reports. When you go to the AR tabs, right click on a receipt and select View Allocation, can we add a column ...
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Reduce scrolling when doing invoicing - This changed in v9.9
When in the Billing Portfolio, drafting invoices, when you scroll down to find the client in a long list of clients and draft a new bill, once finished the page resets to the top. The old system w...
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Simplifying Receipt Entry to minimize the steps needed
When New is selected after allocating a receipt, can that also Save the entry? Right now we have to hit Save, then hit New again to go back into the Detail page to enter the check information. Th...
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Allow forwarding aof jobs to staff not assigned to job roles
CompletedWe currently do not use roles due to the additional overhead it causes (having to assign staff to the roles for every job). Because we don't have staff assigned to role, we are not able to use the...
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Adding the ability to select multiples from drop downs in Department Schedule
When selecting which office, department and grade to display in the Department Schedule, it would be nice to be able to select multiple choices from the list instead of only one. For example, I wan...
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Add time restrictions to PElert Scheduled Task Admin
In the Scheduled Task Admin window can you add a beginning and ending time restriction to the Hourly task schedule? For example, I want a task to run every 2 hours but only from 7:00am to 8:00pm. ...
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Add back the ability to PASTE in the Schedule.
CompletedYou used to be able to COPY and PASTE a schedule item in Department Schedule. Now you can COPY but you have to drag the clipboard item to the date and person you want to assign it to. This doesn'...
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Seeing available staff when scheduling
CompletedIt would be really nice to have the feature added back as it was in the old version where we could see a list of staff who have available time when adding schedule items to a job. In previous versi...