Karen Gollaher
My feedback
5 results found
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2 votes
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1 vote
An error occurred while saving the comment We really need to have the ability for groups to have individuals' service types accurately recorded for invoicing generation. Now only 1 service type per group can be entered for invoice auto generation. . All group clients get the same invoice billed. Individuals in a group should be able to have correct service types for them each. So some may have $0 bill,some $40, some $20 or whatever. As it is, all clients have same bill $ which is incorrect for some in each group. This leads to a LOT of delete invoices, recreate correct invoices,etc..TOO much work for billing staff to handle.
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2 votes
An error occurred while saving the comment We need to download(from staff members docs tab files) multiple docs in a single operation every month. There are 30-50 docs per staffer per month that have to be downloaded and processed. So far we can only dnld 1 doc at a time. Thats too difficult/timeconsuming. We need to either a) grab a bunch with the mouse/shift keys and then dnld all with the dnld command.it only does the 1st doc-not all. Or b) dnld a folder full of those docs-that is acceptable too.
An error occurred while saving the comment We need to download(from staff members docs tab files) multiple docs in a single operation every month. There are 30-50 docs per staffer per month that have to be downloaded and processed. So far we can only dnld 1 doc at a time. Thats too difficult/timeconsuming. We need to either a) grab a bunch with the mouse/shift keys and then dnld all with the dnld command.it only does the 1st doc-not all. Or b) dnld a folder full of those docs-that is acceptable too.
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36 votes
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9 votes
Need to generate a one line excel batch statement with all clients from the billing statement command-see attached xcel. This can now only be done by stripping/copy/paste the entire list into excel and manipulating. Just Need an export to xcel command like on other reports.