We need the ability to attach a custom form to a billing record. Use case: some of our projects have multiple billing records. On a single project, one billing record might be billed to department #12345. The 2nd billing record will be billed to department #67890. When sending the exported excel fil...

Agreed we need more options (Criteria's) for Reminder Notifications. Example: Due date is approaching, or due date has passed Thank you -- Laurel