Have B4T Notify You Automatically if Client Bills Reach $$

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Maria Magliano

• May 15, 2019 22:31

Hi B4T,

I’ve been a longtime user of your service for my legal practice.  From time to time, I get requests from clients to be notified if their monthly fees exceed a certain amount.  I know that if they ask for a report, or if I set some tickler in my calendar, I can manually go into B4T and ask for a report.  That requires 1 or 2 people to remember to take action, which is a pain when you’re busy.  My feedback to you is that it would be great if your application could have added functionality that the user or admin could configure to be automatically notified if a specific client’s monthly billing exceeds a customizable amount.  I assume that’s not currently a feature, correct?  Would be a very cool addition to the system.

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• Official comment

  

  Kris

  • May 16, 2019 19:26
  • Edited

  We currently have our Notifications feature in Beta.  Notifications allows you receive an e-mail alert whenever a client's balance or total billable hours exceed or fall below a certain threshold, when Trust balance falls below a certain threshold, and others! More information is available here - https://support.bill4time.com/hc/en-us/articles/360001593213-Bill4Time-s-Beta-Access-Program.

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  Adria Deutsch

  • May 16, 2019 17:14

  +1

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