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Categories Time
Created by Mark Dorrill
Created on Jan 8, 2025

Allow easier transfer of work in progress from one client to another

If time has been posted against an individual client and is to be charged to the partnership or company it is very long winded to transfer each line individually (edit - change client - save & view time - work in progress - search individual client......)

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  • David Martinelli
    Jan 9, 2025

    Hi Mark. Mass updating tasks, mass transferring time, mass editing clients,.... All useful tools that would improve practice management and save considerable time. Hopefully soon.

  • Mark Dorrill
    Jan 8, 2025

    Need to be able to transfer all lines in bulk