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Batch Forms

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Sort Batch Forms by trade business

It would be helpful to sort or group batch forms by the trade business. This would make invoicing significantly easier
Madison Hicks 11 months ago in Case Management / Batch Forms 0 Planned

Ability to run batch trade invoice for more than 1 trade business at a time.

Currently you can only run a batch trade invoice for 1 trade business at a time. Customers would like to be able to indicate all the trade businesses they need invoices for at once. I know we can't run them in a single batch since the trade busine...
Erin Merriott about 4 years ago in Case Management / Batch Forms 0 New