Feature Requests

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Edit Draft bill dates in bulk

I'm trying to save time while sending drafts. To send drafts every month I need to create the drafts, give a few days for the attorneys to review them, then to send them I need to edit the dates on all of them individually. Just the changing dates and sending part takes several hours since we have so many attorneys.

This would benefit all bookkeepers or anyone sending drafts for their firm. Especially those with large firms.

On the Drafts page i suggest being able to select several and have an edit button at the top near "download" "send" "void". Then when you click edit you can have a few options as to what you can mass edit. in this case, "bill date".

  • Guest
  • Jun 13 2023
Feature Request
How often would you use this request?

Several times a month.

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