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    AccountingA3700

    @AccountingA3700

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    Best posts made by AccountingA3700

    • QBProductService field not available to select in Columns on BillingItem page

      Hi,
      I would like for the QBProductService field to be available from the Columns selection on the BillingItems page. I have no way of checking if I set the QBProductService field for a Billing Item without going to QuickBooks and searching for it.
      Thanks,
      Leslie

      posted in Product Requests
      A
      AccountingA3700
    • Alternate form letter field if original field is blank?

      I know I can do this:

      {!No Client Ref!Matter.ClientRef} and if {Matter.ClientRef} is empty it will print the text "No Client Ref". However, I would like to do something like:

      {!Matter.AttorneyRef!Matter.ClientRef} and print the AttorneyRef if the ClientRef is blank. Is there syntax to support this?

      Also, I only learned about the !XXX! option through reading someone's request for a new feature. Is there a document available with all my syntax options? I can only find the list of form letter fields.

      Thank you for your help,
      Leslie

      posted in Files Module
      A
      AccountingA3700
    • {Matter.FirstInventorAsFiled}

      Hello,

      I am looking for the field FirstInventorAsFiled to use in a form as {Matter.FirstInventorAsFiled}. The inventors name has changed and I want to use the feature in the Contacts->Inventors tab that allows me to input a "Name as Filed". However, I can only find {Matter.InventorAsFiled} which outputs all of the inventor names into my form. To work around, I need to create a 2nd inventor with the changed name and link to that from the Matter.

      Thank you,
      Leslie

      posted in Product Requests
      A
      AccountingA3700

    Latest posts made by AccountingA3700

    • QBProductService field not available to select in Columns on BillingItem page

      Hi,
      I would like for the QBProductService field to be available from the Columns selection on the BillingItems page. I have no way of checking if I set the QBProductService field for a Billing Item without going to QuickBooks and searching for it.
      Thanks,
      Leslie

      posted in Product Requests
      A
      AccountingA3700
    • {Matter.FirstInventorAsFiled}

      Hello,

      I am looking for the field FirstInventorAsFiled to use in a form as {Matter.FirstInventorAsFiled}. The inventors name has changed and I want to use the feature in the Contacts->Inventors tab that allows me to input a "Name as Filed". However, I can only find {Matter.InventorAsFiled} which outputs all of the inventor names into my form. To work around, I need to create a 2nd inventor with the changed name and link to that from the Matter.

      Thank you,
      Leslie

      posted in Product Requests
      A
      AccountingA3700
    • Alternate form letter field if original field is blank?

      I know I can do this:

      {!No Client Ref!Matter.ClientRef} and if {Matter.ClientRef} is empty it will print the text "No Client Ref". However, I would like to do something like:

      {!Matter.AttorneyRef!Matter.ClientRef} and print the AttorneyRef if the ClientRef is blank. Is there syntax to support this?

      Also, I only learned about the !XXX! option through reading someone's request for a new feature. Is there a document available with all my syntax options? I can only find the list of form letter fields.

      Thank you for your help,
      Leslie

      posted in Files Module
      A
      AccountingA3700