Shannon Mathews
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Activity overview
Latest activity by Shannon Mathews-
Shannon Mathews commented,
We do not have C/F set to default (I found that option in the system setting and it isn't checked), however our bills are not always defaulting to W/O either. And you are right we are on 9.6
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Shannon Mathews created a post,
Default WIP Billing to "Write off"
AnsweredThere is a way to default the Billing Wizard WIP screen to "Carry Forward" but we would like to request an option to default to "Write off". My billers continue to ask me to see their clients and ...
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Shannon Mathews commented,
I like the idea of coping/duplicating a prior disbursement file to setup a draft disbursement. Then the draft can be edited for any changes that need to be made prior to posting. We also have a...
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Shannon Mathews commented,
Stacy what you said is just a much cleaner explanation of what my request was intending to get to. I just want the confirm date to the be the date of the invoice not the draft date. We actually ...
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Shannon Mathews commented,
We have exception reporting and it requires time to find and fix afterwards. It would be much easier and better data if we could enable the fields to be required in our environment. If jobs or se...
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Shannon Mathews commented,
I am disappointed to hear that job attributes are not in the next upgrade. there are many times when we are forced to come up with "creative" methods to segregate a population of jobs when the eas...
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Shannon Mathews created a post,
Rebill option (Credit and ReInvoice same wip)
CompletedWe would LOVE to have a way to reverse (credit) an invoice but then have the system know we want to re-invoice the exact WIP again. The need is providing clients with a credit but ensuring the cre...
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Shannon Mathews created a post,
Report Macros - Range "select all" returns a blank file
AnsweredWhen creating report macros and there are report ranges the option to "select all" does not work. When you use "select all" the reports returns blank. Instead you have to uncheck the "select all"...
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Shannon Mathews created a post,
Report Macros - Editable by Multiple people
CompletedRight now you have the option to share your report macros with others but you cannot edit someone else's report. Since the option of "select all" doesn't work this means that only the person who c...
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Shannon Mathews created a post,
WIP Allocation report at a client level
AnsweredWe can see the WIP allocation invoice by invoice..... but for a long-term client with many projects and many invoice it is a very cumbersome process to try to determine which invoice WIP was applie...