Michelle Harris
- Total activity 1015
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 31
- Subscriptions 400
Posts
Votes on activity by Michelle Harris Sort by votes-
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'
-
Security admin page
CompletedThere are a number of things that would make this page more user friendly: 1) - Where you have the permission groups listed at the top - can an All/ None button be added. Useful when you only want ...
-
Jobs feature requests
CompletedWould it be possible to get some placeholders for Month and Quarter - similar to [YYYY] etc? Can we have a Previous and Next option when viewing tasks in detail rather than having to close and ope...
-
Column filters on job grids
CompletedAdd column filters to job grids Requested by BMSS
-
Job notes - Editing replies
CompletedUsers should be able to edit their own replies Requested by CBIZ
-
Job Notes description
PlannedNotes screen should provide the note type description on the main page. Requested by CBIZ
-
Update Job questionnaires to match latest
CompletedHave the ability to bulk update/ refresh existing job questionnaires to match changes to the latest. Update not started job questionnaires with the latest version when starting the job. Requested...
-
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
-
Additonal field on Fee Header
CompletedRequested by Edwards and Keeping An additional field of Email address from the Client Other detail to be added underneath the address field.
-
Add filters onto WIP grids
Have filters so that users don't have to drill down. Client WIP Transactions - extra tab for WIP details and then filters to be able to view by selected filter.