Brad Podzius
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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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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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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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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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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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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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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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PTO/Leave Rollover Options by Grade
Would like to be able to set rollover criteria by Staff Grade level. For example, Managers can roll over up to 24 hours a year. Staff can roll 16 hours. The Annual Leave Accrual would bring forw...
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Add ability to set up Take on fields per Organization
There is a need for a different set of fields for Client Take on depending on the Organization.
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Single Narrative on Recurring Fees
Request has been made to allow for the Narrative to be built much like regular bills... For example, firms are now packaging up services in a bundle and while the WIP is coming from multiple Jobs (...