
Gina Willhite
Activity overview
Latest activity by Gina Willhite-
Gina Willhite commented, I haven't had any returns with payments due yet but I would hope that with this new feature it can now read EFT payments. I'll keep an eye out. Thanks for the heads up.
-
Gina Willhite commented, I know for any of our clients that have an iPhone, they can use the Notes app that's already on their phone to scan documents and it saves it as a PDF. Open the Notes app, create a new note, click ...
-
Gina Willhite commented, It probably was closed because they wanted this is the general discussion area as opposed to Hot Topics
-
Gina Willhite commented, I was just told by Chelsy that it's temporary...."The recent update over the weekend has caused some delays in the system downloading to the browser. Please note, this is temporary and should be re...
-
Gina Willhite commented, Sorry
-
Gina Willhite commented, I 100% agree
-
Gina Willhite commented, Done - ha I've never voted before. I take it, it's the up or down arrow next to the post? I feel so silly. I've always just commented on the posts that I agree with. You learn something new everyda...
-
Gina Willhite created a post, Clients being able to access and print organizer BEFORE answering custom questions
We would love for the clients to be able to access the organizer immediately as opposed to waiting until they have finished answering the custom questions. I think that this somehow plays into maki...
-
Gina Willhite commented, I also think this would be beneficial.
-
Gina Willhite commented, That's been a problem for a while and I keep forgetting to let them know about it! Thank you for taking the time!