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Settings and activity

4 results found

  1. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

    33 votes

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    submitted  ·  15 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Linda Hayes commented  · 

    I have added "PAYING BY DD" to the account number but it would be useful if it was a separate box showing on the main client page and on the list when sending statements en masse

    Linda Hayes supported this idea  · 

  2. Practice Manager | Report - Variance of job budget to WIP

    7 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Linda Hayes supported this idea  · 

  3. Job Manager - Budget % based on Dollars $ not time

    27 votes

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    submitted  ·  7 comments  ·  Practice tools » Practice management  ·  Admin →
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    Linda Hayes supported this idea  · 

  4. Practice Manager - Add date to apply custom task rates

    8 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Linda Hayes shared this idea  ·