The client want to be able to export the settlemenet memo in a word format so they can modify it further if needed.
Provide "TAGS" to pull any field from the settlement memo to include but not limited to: Total, Total Deductions, Total Amount Due to Client; Less Previously Paid to Client; and Net Amount Due to Client, Total Due to Others and Total Due to firm
Agreed, but we worked around this by building a Word template that you generate from the docs tab.
Requested by Childers, Schlueter & Smith, LLC
You won't be notified about changes to this idea.
Guest
Provide "TAGS" to pull any field from the settlement memo to include but not limited to: Total, Total Deductions, Total Amount Due to Client; Less Previously Paid to Client; and Net Amount Due to Client, Total Due to Others and Total Due to firm
Agreed, but we worked around this by building a Word template that you generate from the docs tab.
Requested by Childers, Schlueter & Smith, LLC