Settings and activity
3 results found
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333 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
Karen Blackwood
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4 votesKaren Blackwood
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Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
16 votesAn error occurred while saving the comment Karen Blackwood
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We use the discussion tab to ask clients to upload documents for the bankfeed transaction. When the client uploads the relevent information we have know way of knowing because the match function doesn't override the discuss tab, unless we manually check each transaction separately.