ConstantinRadu2
New Contributor III
since ‎05-02-2022
‎10-30-2024

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  • 20 Posts
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User Activity

Does anyone know if there is a way to close a payroll period without using the accounting periods feature? We want to make sure that no changes are made to the timesheets or manually entered adjustments once payroll has been processed.
It would be great if the Preferred Payment Method column on the Membership Detail Report would allow "Is empty" or "Is not empty" filtering to be able to display only memberships without a payment method selected, without having to export to Excel. I...
I believe this should be 2 separate options. Just because a job is a no charge doesn't mean its a non-opportunity as well (i.e. Estimate Jobs). I know that if an estimate with a sub-total equal or greater than the job's sold threshold is sold on a No...
Does anyone know if you're able to lock non-job event so that no one can modify it, other than the person who created it? We have a daily recurring event on the dispatch board that triggers a commission form for the technicians to fill out. In order ...
Does anyone know if its possible to change the tables order on the customer and location pages? I woud like to have the task table at the very top to use instead of notes. If a note is not removed or updated its hard to tell if its still current, but...