WE are a very small firm and have a VA posting time but need someone that is familiar with the program to generate invoices and templete job progress reports so we can generate them in house. Someone that already knows the program vs. us needed to learn the whole program to generate just the... Lire la suite
Task was accidentally billed twice (Fixed Fee) and customer paid twice. Customer did not respond to request to correct for a month, so new invoices on the project have gone out. Need to show that customer wants us to keep the double billed payment and issue a credit to them for future invoices,
Our reports screen is full of duplicate reports or versions of reports that were trials as we tried to create the report that had the fields we were looking for. and now it is just a big hot mess that we need to somehow manage.
I tried to generate a report for a specific job, which has 2 phases, but the report has bundled the hours together and I don't get an itemized list of which hours belong to each phase.
We operate a small (3 person) Architectural and Design firm. Our philosophy is to work smarter not harder. Employees work remotely. We are new to Big Time and are looking for unique ways other similar organizations have implements Big Time in their daily operations.
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