First - "While you can save the filters with the report" - Caren, what "report" do you mean? I have only done the generating of bills once so far, last month and I messed up because I didn't know to put in proof stage.(I did approve them though - hopefully this coming month's bills are okay). I had minimal training from the person that worked at this office before me - about a day and a half. Secondly, the selection of clients is a little random at this office, and as I open new client files I must add their names to the client selection. Third question/issue: It appears that I didn't actually lose all the checked off clients - they are no longer in the Client Selection filter - yet some (not all) of the original checked off names are in the Billing Assistant List View. Fourth question - where do I create this filter of specific clients if I want it to go to the Billing Assistant? I think I want to save the selection criteria as a filter as you said above. So it looks like I have to check off tons of names again. I thought I saved it the first time. I am perplexed as I said above in the third question - the checked off names are gone in the selection filter but there are some of the checked off names in the Billing Asst. List view. Donna
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