EditUrgent Items
1. We cannot get an order to assign in DGR/Src. More then likely we are doing something wrong. But the court has an area and the area has employees and a branch. None assign. Please help us here. Could be because it’s not saving when use the code like 19.
2. In case maint, we went to change a case, which changes all orders using the case. We went to select a court, and I think it is showing (jurisdictions)courts for other companies. But regardless please plugin the search and use from new case. Should match.
3. Case maint has an extra < in it. Paul also the client matter is not required in case maint.
4. Case maint, the second column collapses faster then the others. It’s really important. Plus the extra space in area. Need a new column for Court type.
5. Can we add the time up near the Name? It has to use the timezone. We are getting confused on DGR.
6. Court search, search by code failed. Try 19.
7. There is a default area (checkbox) that all orders should get assigned too when they cannot be assigned.
8. Can you see why emails / status updates work? We are very confused on why we cannot get them to work on other customers.
9. Invoice amount in ARI, CSE, Aging are all wrong. Missing the fees. And it closed them.
10. Aging has hyphens.
11. Have you tested a hyphen order to make sure it displays in ARI and Aging?
12. Ari notes do not work from invoice. They should change the icon, and be able to see them again from the icon.
13. Autobill posting says zero on invoice amount
14. G/L accounts are wrong on CSE. Not using dropdowns. Same with adjustments.
15. Email from ARI never was received.
16. Reprint CSE register should be empty until range is selected.
17. Front page data is incorrect for open orders.
18. Need to publish to all sites when tested out.
19. Setup DGR in QB.
EditTesting
1. When Billing to another contact we need to check that it goes to the correct AR account.
2. Need training oh how to get automatic emailers going and the when status updates are done. New orders.
3. The automatic billing is not working for CC accounts.
4. Work order print from Order maint, needs all 4 buttons or how ever many appear.
5. Create maint program to control CMM defaults.
EditGeneral
1. Need to fix Add another location in copy to remember previous order data.
2. Make sure Codes items cannot be deleted if used in Admin area.
3. Drag and drop files
15. Import files /DGR. See greg
EditAccounting in order - upgrade from Distribusuite
1. Credit Holds- automatic, release program. Goes into order print.
2. Test Invoice weekly, monthly, Summary.
3. Add purchasing / Vendor invoices. Low priority
EditSubpoena work
1. Need work on Subpoena
EditOrder process
1. Inspections
2. Dispatch
EditCheck tracking
1. Add in Check Maint to accounting.
2. Add in Check Advance report.
EditReports
1. Employee performance - How quickly accepted, number of rejections, how quick closed. Totals and averages.
2. Vendor /Affiliate Performance- Same as above.
3. Vendor Billing report.
EditAdd Bugs here