Michelle Harris
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Bulk Recalculate Due Dates
Requested via Melissa Seehorn: Have a bulk update function to allow users to recalculate jurisdiction due dates. Currently, if a user updates the due date calculations in Categories etc, they then ...
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Add an option to run a report from within the billing wizard
Request from Buzzacott: Partners would like to be able to run a Fee Split report whilst still inside the bill wizard. Would it be possible to add an additional tab to the Bill Wizard that is config...
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Recurring Bill - delivery format
It would be nice to be able to set a recurring fee delivery method different than what the default is on the client. Mainly a lot of the recurring fees we generate, we never send to the client as ...
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AR/Collection - Group search - Add a border
Requested by Janover: Can a border be added to the Group field on the AR/Collection screen to make it seem connected to the search.
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Add additional option to Classic Approval screen
Add an additional option within the Which Are drop down to show timesheets that are already approved for the selected week. Requested by Langham Hall
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Recurring Bills - ability to add a group client
PlannedChange Recurring Bills to be able to include other clients that are part of the same group on the same recurring bill. Add an option on the Details tab to 'Add a group Client'
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Scheduling - Rolling jobs forward
PlannedScheduling - Bulk job rollover - ability to roll all jobs for a year and create schedule based on prior year Requested by BMSS
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Add creator column to Billing portfolio - approved/ confirmable
CompletedBe able to sort the list by creator. Why: When trying to approve invoices, each biller has a style. It would be so much easier to be able to confirm all invoices created by a single person. Th...
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Add method column to AR Transactions page
Add the Method column to the AR Transactions page as set when entering the deposit item Requested by CBIZ
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Ability to send one email when credit contact is the same across multiple clients
AnsweredHave the ability to only send one email when emailing invoices if the email address is the same-so if there are 20 clients in a group with a credit contact email address the same could all invoices...