I came up with a solution for the BIG Insurance Company. This method allowed my claim to show in the subject line and the invoice to attached as a PDF, so it could be forwarded to a 3rd party. Dupl...
I use one particular report regularly. There are not 1606 clients on this report, and when i select this report or 'view' to export, it's incorrect in both what i'm visually looking at and what i h...
On the old system using filters, for example, since we can not look up invoice numbers, we'd scroll down and use the 'Claim Number' choice on the filter. On the new system, you have to select it e...
this feature
In theory it should work, it doesn't. The ASSUMPTION is you know the 'Creation Date' as i can see behind this screen shot. I should be able to pull ANY client's invoices with the filters listed abo...
It will NOT export anything that has more than 50-70 clients 'rows' (if that's how it's referred to) If i have less there's not issue. That's with ANY filtered item. FYI i'm using Chrome Incognit...
Thanks i know how to pull filtered data HOWEVER I am only able to pull anything less than (70) clients, some cases (50). I have scenarios where I'll need to see (150) clients. In this case I do not...
OMG i had no idea... thanks you so much! I'll notify my team. Happy New Year!
I needed to watch a trend in Thryv to answer this... see errors below. Mind you, i do not have ANY INVOICES that are in the '249k' series. These are the (3) scenarios i usually receive IF I get a a...
I am also experience this for regular invoice payment posting with them not syncing due to 'duplicates' but what exactly is the number sequence that it's matching against for that error? On the Mu...
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