Feature Requests

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Add another filter to the Draft Invoices screen

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.

  • Darlene Bailey
  • Sep 19 2019
Feature Request
How often would you use this request?

Our firm would use this feature each time a draft is generated - at least once every month. 

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