Stacy Mendenhall
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Recent activity by Stacy Mendenhall Sort by recent activity-
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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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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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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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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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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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.
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Importing budgets
Is there a way, or could there be a way, to import budgets to job tasks from an Excel/CSV file by client job (not a static budget at the job template level)? For example, our assurance jobs have t...
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AR Collection Email on billing wizard
CompletedWe've had several billers request that the email address(es) shown on the A/R/Collections tab be visible within the billing wizard (like you can see multiple address blocks) so they can see who the...
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Copying Client Take On Information
We have quite a few related clients that have basically the same information (address, phone, email, etc.) that it would be nice if we could "copy" the client details from a current client to creat...
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Independent Contractors
We would like to be able to set limitations on contract employees to only be able to see the clients they are assigned to, but still have the functionality to enter time and use workflow to move jo...