Updates to QuickBooks Export Outputs for 'Refunds' Transactions
User Story As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes wi...
Create reports based off dashboard tab information
I currently have several dashboard tabs set up for specific information I use for different tasks on a daily basis. I also create additional customized tabs for special projects. It would be extremely helpful to be able to export the information d...
Ability to Filter Checks User Report by Account Code
Needing the ability to filter any checks user report by account codes. Also needing column options available in normal user reports for checks user reports.
Designate required fields before allowing contract signing
We use a report to share to a third party consultant. I would like to require the fields in that report to be completed before allowing the case to be signed.
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