Stacy Mendenhall
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Votes on activity by Stacy Mendenhall Sort by votes-
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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Would love this feature to clear all WIP without multiple steps or not realizing there is unposted WIP and needing to do two zero bills.
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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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Correct - the adjustment feature - thanks for clarifying Michelle!
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We have also been manually rearranging from oldest to newest and would love this to be standard in a future version.
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Awesome!
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Hi Michelle - that actually won't work in our case because each client has a different team that works on them so we would end up with almost every employee in that group which defeats the purpose,...
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We have regularly recurring disbursements and we have been able to use the import function - it took us a bit to set up, but we finally got it the way we want. These recurring expenses are 99% rela...
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Yes - all fields on both client and staff.
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Agreed - especially on the client details. There are so many tabs of information that we have to give access to in order for some that we would only want updating one or two items.