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Each of our invoice drafts is reviewed by 2 different people. Having a way to filter by the initial reviewer and final reviewer would be very helpful for routing and tracking the status of drafts. I currently use "Responsible Professional" to prepare drafts for the initial reviewers, but the final reviewers have no way to filter for their list. Maybe add a "Billing Manager" field to each client matter and a Billing Manager filter to the Draft Invoices screen, or just add a "Originating Professional" filter to the Draft Invoices screen, as our Originating Professionals are the final reviewers. This feature would also facilitate onscreen reviews of invoice drafts by multiple parties.
How often would you use this request?
Our firm would use this feature each time a draft is generated - at least once every month. |