Feature Requests

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Sort Draft Invoices by Originating & Matter Responsible Attorney

To sort and print or sort and download by attorney for review of draft invoices or to finalize and (e)mail out.

  • Guest
  • Apr 7 2020
How often would you use this request?

Every billing cycle

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  • Guest commented
    7 Apr, 2020 04:36pm

    We print out all of our draft invoices, we write the attorney initials on the draft invoices that we pull off of QuickBooks Customer Center screen and we distribute. When the invoices come back to us after review, we query the invoice, make updates and send out. It is a very cumbersome process. It makes it near impossible to do a download by Attorney to email for review.