Brad Podzius
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Activity overview
Latest activity by Brad Podzius-
Brad Podzius commented,
Would really love for ALL lines to be expanded fully, not just at the second level.
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Brad Podzius created a post,
Save Expanded Selections on Analysis Tab
While drafting a Bill and expanding the detail lines on the Analysis tab: Can the system remember your expansions as you toggle back and forth between the Narrative and Analysis tabs instead of co...
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Brad Podzius created a post,
Option to disable Final Bill
Many firms do not want to use this option and billers are constantly (wrongly) using it because it makes accounting "jargon" sense.
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Brad Podzius created a post,
Add option to relieve WIP on Scheduled Bills
Ideally, an option to relieve WIP up to a certain amount or at a set realization percentage on Scheduled Bills. -via CBIZ
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Brad Podzius created a post,
Add option to require review of OOS time for all billing types
Even a manual bill might have Out Of Scope time and if there is a process to review OOS time for certain bill types and not others, a consistent process for billers isn't feasible. -via CBIZ
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Brad Podzius created a post,
Default VAT Tax Rates at Service Level
Much like default Charge Bands and Rate Types, please consider a default VAT Tax rate per Service Line that would supersede the rate set at the Client level. This way, if there are Services that r...
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Brad Podzius created a post,
Default for interest generated
Currently there is no way to set up a default for the Interest Generated screen. We have to hand change it every time. Can we please add a way to change the default?
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Brad Podzius created a post,
A/R Journal Entry across Grouped Clients
We posted a group payment in 42089.000. As normal, it Reallocated the individual payments to the necessary entities. A few days later we received notification that the payment was declined. Wh...
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Brad Podzius commented,
Thinking further about this, it would be nice to have the ability to "select" jobs to get them into a batch instead of having to narrow the grid list down to the desired jobs or having to remove un...
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Brad Podzius commented,
Hi Heather, You can currently do this by "Batching" the jobs and running the forwarding process in Bulk Job Admin. Please reach out if you need guidance on the logistics. Thanks, Brad