Wanda Hooper
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Recent activity by Wanda Hooper Sort by recent activity-
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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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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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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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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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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Billing Guides
AnsweredWould it be possible to add the group name to the top of the billing guides when they are viewed and/or printed