Client-Specific Codes


1 comment

  • Official comment
    Elizabeth Reuter

    Hi Yvette,

    Thank you for your feedback!

    While we don't currently have this feature available, we see the potential benefits it could bring to your firm and others in similar industries. We will carefully consider your suggestion as we plan future updates and enhancements to our software.

    In the meantime, our team will explore possibilities for implementing client-specific cost codes or automated features for populating codes with client-specific cost amounts. We'll keep you informed of any developments regarding this feature.

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