Roger Luchtefeld
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Recent activity by Roger Luchtefeld Sort by recent activity-
Make 'phone' fields consistent size
When updating a contact record's phone number, we received the error 'String or binary data would be truncated. Error encountered updating tblEngagement'. The error occurred because tblContacts.C...
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Next Due Date for Jurisdictions
AnsweredWe have occasions where a job has multiple jurisdictions, and the jurisdiction with the first due date is not filed (to be filed late) for any number of reasons. Currently the system retains that ...
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Make Jurisdiction search similar to client/staff search
CompletedWhen I do a search for a jurisdiction in a job, the search begins with the first character in the jurisdiction, as opposed to the entire jurisdiction name. So if I know the number for a state form...
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Allocate one time entry amongst clients in the same client group
Not plannedWe have staff that will essentially work on multiple, related clients at the same time (usually audit clients). They then need to spread that time amongst all of the clients (it can get up to 10 si...
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Simplify expense process
AnsweredI had a partner e-mail me that she had a lot of expense receipts for reimbursement and she hasn't done them because the process takes so long in PE. It does seem like there's extra work, entering d...
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9.6 Access to Charge Bands when entering time for others
AnsweredIt appears that when I enter time for other staff, the only charge bands available are those assigned to me. We do not assign all charge bands to all staff. It would be helpful to have access to ...
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v9.6 Move time from non-recoverable to recoverable
Not plannedWe have non-recoverable clients where staff enter time to prospective clients. For one of our services, many times this time incurred can become billable if the prospect becomes a client. I...
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v9.6 Ability to move time more easily
AnsweredThis request comes from a staff member. Occasionally staff will enter their time on the incorrect date. Their current method for correction is to move each time entry individually. They would like ...
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v9.6 Search
CompletedI am not crazy about search screens being populated with the prior search, though that does mean the screen loads faster (and a co-worker prefers this method). It would be nice, though, if the pri...
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v9.6 Print Preview changes
CompletedTwo features we miss from v9.2 when doing a print preview. 1. Cannot scroll past page 1; required to click on the page arrow at the top to get to the next page of the report. 2. The page arrow at t...