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It would save a lot of time and make the process much easier in reviewing the DFRs, if I could filter out all of the old Project Documents. You have the ability to filter by Project, but the Document option brings up ALL documents created for the project. I would like the ability to limit to just the current week ... or by a specific week ... or by Status ... or by Description ... before I get to the Project Documents list.
Lani Krueger
| Company | Brite Electric |
| Job Title / Role | Bookkeeper / Office Manager |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
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Maybe. Is this within ProContractor or outside? It seems like an extra step to something that should be available in the program. There are times where I would like to see just one specific work week ��� or one specific description. I���d be interested to see more info. What do you use as a description??
Lani K. Krueger
Office Manager / Bookkeeper
201A Dexter St. W Suite 108
Chesapeake, VA 23324
E: lkrueger@briteelec.com
C: 757-620-6684
O: 757-452-3118
F: 757-961-6630
Lani, We created a View Project Document Log that online shows DFRs for which the Document Status is "Open". Once accounting has done their initial review, they change it to RPM (ready for PM). When the PM is done with their review, they change it to APP (Approved). Accounting then uses APP status DFRs to import into payroll. I have grids setup to show ,Open and RPM(so I can see what they are sitting on). Does this help you in any way?