As predicted, when we lost the autosave of invoice function last month, paralegal staff (who don’t have billing permission/access), now constantly ask for copies of invoices, ask if client X paid for A, B, or C, etc.
They need this information to close estates, settle divorces, commence flat fee matters, etc.
We’re still looking/waiting for the billing widget (available to all) to add a “paid” line, but is there some limited view-only access to the billing function we can enable for paralegal staff? I don’t see it. My understanding is that access billing is all or nothing.
Should there be a limited access, best case it would be ‘view only’, not allowing, for example, creating invoices, deleting payments, transferring Trust monies, etc.
I’ll put in a feature suggestion...
