Ideas & Enhancements

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially a check list confirm payment sent payment received and that way we can easily close a case.

After a client has signed the disbursement sheet, for accounting can we get a check list built in someplace which can help our accountants identify with a check mark which providers they have paid and which ones are still outstanding. Essentially a check list confirm payment sent payment received and that way we can easily close a case.

  • Guest
  • Aug 14 2023
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