Wanda Hooper
- Total activity 44
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Activity overview
Latest activity by Wanda Hooper-
Wanda Hooper commented,
I totally agree. Very much needed
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Wanda Hooper commented,
Yes, please do this. Will save hours of setup time.
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Wanda Hooper created a post,
Global Job Management
AnsweredWe need to be able to have a selection to view the Global Standard Jobs and Tax Jobs together as well as how they are now, separate. Can you give us that option on menu?
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Wanda Hooper commented,
Big Time Yes please change! Our entire staff do not like the column widths. Especially when you can hardly view the job name but the other columns are extremely wide and don't need to be. Annoying ...
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Wanda Hooper created a post,
Selecting clients to bill from fee portfolio by in charge or principal
CompletedThe ability to "X" out a client on the WIP portfolio screen if you don't want to bill it. When you go to the WIP screen, you see all of the clients that have WIP. Many times some of the amounts a...
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Wanda Hooper created a post,
Submitted billing locks all areas of review for principals
CompletedWhen the manager submits an invoice and it is ready to confirm by the principal, the principal cannot see the wip that is unbilled, view anything in drop downs, view any detail at all due the the i...
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Wanda Hooper created a post,
Prior invoice view allocation needs to be subtotaled by job
Not plannedThe invoice allocation report needs to be subtotaled by each job so we can view the total amount billed per job and the profit/loss per job.
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Wanda Hooper commented,
I agree with Barbara, need to be able to print billing guides by group from the main portfolio as this is where we print all the guides at end of month.
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Wanda Hooper created a post,
Column width too small in new version 9.6 to view job name
CompletedThe column widths area way to small to even see the job name and you have to hover over each line to see the full name of job. The columns need to be made so we can widen (like in excel). I notic...
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Wanda Hooper commented,
Yes, Agree totally that bulk edit is needed to make jobs look at changes made to template and update accordingly. This is huge issue when we change the billing verbiage on the template but can't ...