Seth McCune
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Dylan Mahler replied to the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Here are some wins we’ve received from our Advisors:
“Yesterday all billing targets were met, including the process of fee files. Historically this has been rare.”
“Thanks, yes it was very easy to do. Before, billing being priority, I would have to stop other tasks and work on the next step in billing process. This it much more efficient for m…[Read more] -
Dylan Mahler replied to the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
“Yesterday all billing targets were met, including the process of fee files. Historically this has been rare.”
“Thanks, yes it was very easy to do. Before, billing being priority, I would have to stop other tasks and work on the next step in billing process. This it much more efficient for me.”
“I just used the forecast bill tool in respo…[Read more] -
Dylan Mahler replied to the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
“Yesterday all billing targets were met, including the process of fee files. Historically this has been rare.”
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Dylan Mahler started the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Advisors have had amazing wins with the new Bill Generator. Bills are being produced at a fraction of the time it would take with our previous process and system, not to mention–you don’t have to wait for us!
Here are some interesting facts about the Bill Generator:
574 Firms utilized the Bill Generator this Quarter End (As of Week 1…[Read more]
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Dylan Mahler started the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Advisors have had amazing wins with the new Bill Generator. Bills are being produced at a fraction of the time it would take with our previous process and system, not to mention–you don’t have to wait for us!
Here are some interesting facts about the Bill Generator:
574 Firms utilized the Bill Generator this Quarter End
1st Q…[Read more] -
Dylan Mahler started the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Advisors have had amazing wins with the new Bill Generator. Bills are being produced at a fractio
n of the time it would take with our previous process and system, not to mention–you don’t have to wait for us!
Here are some interesting facts about the Bill Generator:574 Firms utilized the Bill Generator this Quarter End
1st Quarter A…[Read more] -
Dylan Mahler started the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Advisors have had amazing wins with the new Bill Generator. Bills are being produced at a fractio
n of the time it would take with our previous process and system, not to mention–you don’t have to wait for us!
Here are some interesting facts about the Bill Generator:574 Firms utilized the Bill Generator this Quarter End
1st Quarter A…[Read more] -
Dylan Mahler started the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Advisors have had amazing wins with the new Bill Generator Tool. Bills are being produced at a fraction of the time that it would take with our previous process and system, not to mention–you don’t have to wait for us! Here are some interesting facts about the Bill Generator:
574 Firms utilized the Bill Generator this Quarter End
1st Q…[Read more] -
Dylan Mahler started the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Advisors have had amazing wins with the new Bill Generator Tool. Bills are being produced at a fraction of the time that it would take with our previous process and system, not to mention–you don’t have to wait for us! Here are some interesting facts about the Bill Generator:
574 Firms utilized the Bill Generator this Quarter End
1st Q…[Read more] -
Dylan Mahler started the topic Bill Generator Wins! in the forum Billing 9 years, 6 months ago
Advisors have had amazing wins with the new Bill Generator Tool. Bills are being produced at a fraction of the time that it would take with our previous process and system, not to mention–you don’t have to wait for us! Here are some interesting facts about the Bill Generator:
574 Firms utilized the Bill Generator this Quarter End
1st Q…[Read more] -
Rob Ruiz and
Margaret Pope are now friends 9 years, 6 months ago
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Rob Ruiz and
Luke Emery are now friends 9 years, 6 months ago
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Brad Corrigan and
Timothy Admire are now friends 9 years, 6 months ago -
Becca Sarratt and
Chris Shelley are now friends 9 years, 6 months ago
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Rob Ruiz replied to the topic Bill Generator – How much time has this saved your firm? in the forum Billing 9 years, 6 months ago
Here’s a building.
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Becca Sarratt started the topic Report Batches in the forum Reporting 9 years, 6 months ago
Has the Report Batches application helped streamline your Quarter End process?
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Becca Sarratt started the topic Alternatives in the forum Reporting 9 years, 6 months ago
How is your firm handling the management of alternatives?
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Becca Sarratt started the topic in the forum Reporting 9 years, 6 months ago
Tell us what you like and don’t like. Also, do you have any ideas for new development?
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Becca Sarratt and
Christopher Voorhees are now friends 9 years, 6 months ago -
Erin Warner changed their profile picture 9 years, 6 months ago
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