Stacy Mendenhall
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Activity overview
Latest activity by Stacy Mendenhall-
Stacy Mendenhall created a post,
Time Hours on WIP Transfer grids
Please add back the hours to the WIP transfer grids. When you updated, it just has the WIP amount, not hours, so when trying to transfer incorrect time entries, it is very difficult to find the exa...
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Stacy Mendenhall commented,
On our zero bills, we can see the Comments (the Memo field when you draft it) and the Creator when we view zero bill. This may be a customization we have, but it is doable.
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Stacy Mendenhall created a post,
Scheduling Notes
It would be very helpful if we were able to add scheduling notes (not Job notes) so that on specific days/schedules, we could add notes for various reasons (i.e. new client name on Placeholders whe...
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Stacy Mendenhall created a post,
Allocate billing amount across both TIME and DISB amounts
I know there is a similar entry for scheduled bills, but this is for standard billing process - we would like the ability to allocate a bill amount against both TIME and DISB entries combined as qu...
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Stacy Mendenhall commented,
If this is in relation to jobs being marked complete when a final bill is drafted, we didn't want that either so we turned that off in our environment. It's one thing to have a job marked complete ...
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Stacy Mendenhall created a post,
We should be able to hit Enter on search screens without clicking the button
Not sure if this was a v9.8 or v9.9 "update" but we can now no longer hit Enter to perform a search on the Extended search tab (client or staff), but have to manually click the Search button. It d...
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Stacy Mendenhall commented,
Correct - the adjustment feature - thanks for clarifying Michelle!
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Stacy Mendenhall created a post,
AR Write-off Date
AnsweredIt would be helpful if the AR Write-off function would be limited to the current period like disbursements, invoices, etc., and not have to manually back date it. We only keep one current period op...
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Stacy Mendenhall created a post,
Move inactive Service line to Not Engaged
It would be nice if we deactivated a Service on a client that the Service would go back to the Not Engaged list instead of staying on the Engaged list with "No" in the Active column.
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Stacy Mendenhall created a post,
Add Service Quick Link
Similar to the Quick Link to view Client Jobs from the search grid (by clicking the drop-down button), we would like to also see Service there as well.