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Allow custom time code categories in the Timeclock
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Have the ability to export client statements for all invoices, not just invoices with past due balances
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auto-upload to IBY based on a filter
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create a write-off report with date change options
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Make the YB CD Tool fill in the needed Columns (PSPA Standards) that are already at the top of the index file that Stratus creates and most
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Invoices: Each data entry needs to have the user signature so that mistakes can be tracked back · completed
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allow me to re-organize my composite templates · completed
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Add a Next Available button for Calendar Sessions and Appointments
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Add a Next Available button for Calendar Sessions and Appointments
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make it possible to sync a web form field to the client lead source field.
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Hide the Export button from Hubs if logged in user does not have Security to export
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Add Mailing Capability to the Web Portal
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Add a numerical sortable custom field to the client page
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Add a numerical sortable custom field to the client page
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Add a numerical sortable custom field to the client page
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Add a numerical sortable custom field to the client page