• Editing the Client Funds section in Design Layout

    I would like to move the client funds (Retainer) section of the bill to the left. The way it appears by default is underneath my Total Due so it looks like they owe the funds amount rather than the Total Due amount. How can I move the columns to the…
  • You are a genius if you can answer this one. How do I add the prior retainer balance to a bill cover sheet?

    Sounds simple right? I dragged every possible database field over and none gives this balance. This number is available in a funds balance report so it doesn't make sense that I can't add it to a cover sheet. Here is what I want on my cover sheet …