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I like the program, but I really needed the ability to add Bates Numbering.
If the program would overcome some of the rather important limitations, this would
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2016-04-21
The user interface for entering numbers in a field is not particularly user friendly. That's the biggest thing. A feature to 'delight' your customers would be to include a field that had a simple 'summation' function.
2017-03-31
It was very good. However, I would be interested in the webinar because I have not figured out how to download a document from another site to my account as I was advised by the support person.
2017-12-15
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Its ease of use. I tried it after a web search when I needed to do some general edits and create some pdf files and I didn't want to spend a ton of money for Adobe. This program was just the ticket. It allows me to insert/extract pages, rotate, create from other programs, and do some minor edits. Fantastic and powerful... easy to configure and use.
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2018-10-24
Fantastic customer service
For some reason I needed this and only once. I got the free trial and then forgot all about it until $115.00 was collected from my account, shock horror. All I can say is you have fantastic customer service, I explained my situation and a refund was issued that same day. Both friendly and speedy. Ace by name and by character, much appreciated. 1 star deducted as I would have liked a reminder email when the free trial was coming to an end.
2024-09-22
I really enjoy how user friendly the program is. If I had any complaints, it would be that I have to change the size of the font if I am updating a previous document that I edit.
2024-09-01
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This is a good company with a great product. I am a retired attorney who was in need of a certification of trust for our family living trust. I checked pdfFiller and found what I needed but then realized that in my experience as a lawyer, I already knew the basics of what had to be done. So I cancelled the subscription and within minutes, received word from pdfFiller that the subscription would be cancelled. An honest company that is responsive, with good products - can't do better than that.
2024-04-06
Easy to navigate
Easy to navigate. I didn't have cash to send correspondence to the IRS. This is a great tool for sure. It's more difficult submitting a review though, just saying. Your date feature sucks.
2023-07-23
Very Simple to use and your able to…
Very Simple to use and your able to pretty much do anything with document. for the money if unbelievable So use the free trail It sell itself
2020-06-29
Categorize Dropdown Invoice Feature
The Categorize Dropdown Invoice feature simplifies the invoicing process for your business. This tool allows you to categorize your invoices easily, ensuring clarity and organization. By using this feature, you can streamline your workflow and enhance your financial management.
Key Features
User-friendly dropdown for quick categorization
Customizable categories to fit your business needs
Search function to locate invoices easily
Integrated reporting tools for better financial insights
Compatible with various invoice formats and systems
Use Cases and Benefits
Organizing invoices by project or client to track spending
Simplifying financial reports for stakeholders
Improving accuracy in financial forecasting and budgeting
Reducing time spent searching for specific invoices
Enhancing collaboration among team members with clear categorization
This feature solves your invoicing challenges by providing an efficient way to categorize and manage your invoices. By using the Categorize Dropdown Invoice tool, you will save time, minimize errors, and gain valuable insights into your financial operations. Ultimately, it empowers you to make informed decisions and focus on growing your business.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
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How do I categorize bank fees in QuickBooks?
Click Banking from the top of the application window and click Use Register. Click the bank account for which you want to record a fee from the pull-down menu and click Okay. Click the Date field in a blank transaction section in the register. Enter the date of the bank fee.
How do I record a wire transfer fee in QuickBooks?
Go to the Plus icon, then choose Bank Deposit.
In to Receive From column, select the customer's name.
Pick Accounts Receivable in the Account column and enter the amount of the invoice.
From the second line, choose the customer's name in the Received From column.
How do I enter a credit card charge in QuickBooks?
From the Banking menu, select Enter Credit Card Charges.
Select the Credit Card drop-down, then choose the appropriate account.
Purchase/Charge should be automatically selected. ...
Select the Purchased From drop-down and select the vendor.
Make sure the date is correct.
How do I create a service charge in QuickBooks online?
Select the Plus icon (+) on the Toolbar.
Under Customers, choose Invoice.
Fill out the invoice with the necessary information.
From the Product/Service drop-down, choose the finance/service charge or late fee item. ...
Enter the amount of the charge.
Select Save and close.
What kind of expense is QuickBooks?
To record business expenses in the QuickBooks business accounts program, use the application's “Enter Bills” feature to record all business expenses and assign them to the correct expense category, such as utilities, travel costs or marketing.
What is an expense account in QuickBooks?
The chart of accounts is a list of asset, liability, equity, income, and expense accounts to which you assign your daily transactions. ... A well-defined QuickBooks data file most likely includes the use of items, classes, and customer types, in addition to the chart of accounts.
What are the categories of expenses?
There are three major types of expenses we all pay: fixed, variable, and periodic.
Can you write off QuickBooks?
In short, according to the CRA, you can deduct any reasonable cost that you used to earn income. QuickBooks is eligible because it is an expense related exclusively to your business that helps you manage your bookkeeping, invoicing and more.
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