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sue204
August 24, 2023
Question

Invoice sub-client menu

  • August 24, 2023
  • 1 reply
  • 0 views

When I generate invoices, the sub-client dropdown menu under each parent client is no longer in any discernable order.  We use a number for each sub-client and then the matter name (e.g. -0001 General Labor).  Rather than having the list in numerical order as they are in the timekeeping section, I have to search through the list in order to find the proper sub-client for every invoice.  Is there a way to fix this so that the sub-clients are back to numerical order in the invoice menu, or at least alphabetical order?

1 reply

Candice C
Candice C
August 24, 2023

Hey, @sue204. 

 

Welcome to the Community! Let's work together to get this problem handled. 

 

I recommend using a private browser or incognito window to help eliminate any errors or glitches that may be occurring in the system. Here's how:

 

  • Google Chrome: Ctrl + Shift + N 
  • Internet Explorer/Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N 

 

If this works, go back to your regular session and clear your browser's history. If not, I suggest sending us a screenshot so we can further investigate the problem. 

 

I'll be waiting for your response! 

S
sue204Author
August 24, 2023

That did not work.  Due to confidentiality, I cannot send a screenshot.  However, it would look like this:

Parent client name        ABC Company (0001-):

Dropdown menu with sub-client names          (-0007) Joe Smith

                                                                        (-0020) John Brown

                                                                        (-0001) Jack White

The numbers before the sub-client names are not in numerical order and the names are not alphabetical.  It just appears to be a random order, as it isn't even most recently used sub-client names.

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