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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Adam created something similar for us. We have a lot of clients that file AR Franchise returns and they only take a couple of minutes to process. So the team records all their time to one internal ...
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This has been a struggle for us as well and we would appreciate having that column back (before this update, we could see the hours).
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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...