Steve Perkins
- Total activity 15
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 2
- Subscriptions 5
Activity overview
Latest activity by Steve Perkins-
Steve Perkins commented,
Great news Michelle thanks for letting us know.
-
Steve Perkins commented,
Thank you Michelle
-
Steve Perkins created a post,
User dashlet layout settings should not be saved in cookies
CompletedUser settings for the selection and layout of their dashboard is saved in browser cookies. Cookies and browser histories are routinely deleted as a troubleshooting tool and when this happens, user...
-
Steve Perkins created a post,
Input Masks in data fields - For consistently formatted data
PlannedWe are starting a PE data governance effort to ensure our data is complete, consistent and accurate. One nice feature we'd like to have is configurable input masks in certain data entry fields for ...
-
Steve Perkins created a post,
Stop Work function
AnsweredNeed an easier way to Stop Work on a client when their A/R exceeds a threshold. Include on-screen messaging any time said client is accessed for Time Entry. Option to disallow time entry.
-
Steve Perkins created a post,
Selectable invoice delivery method at time of billing
CompletedAs PE works now, you select a client’s invoice delivery method at the client level. Something to consider would be to add this feature to the Billing Wizard which would allow the creator of the in...
-
Steve Perkins commented,
Ok I may not be clear on what the capabilities are in 9.3 on-prem like we have. I think our credential function in PE is completely separate from Windows credentialing. Are you saying we can tie th...
-
Steve Perkins commented,
Ryan we would like this feature. We have 9.3 on-prem of course but we are about to move Exchange and Lync to O365, I believe with Azure AD integration. Will this connector work with on-prem PE?