Navigation & Homepage (beta)

2 results found

1. New Navigation Bar

   The ability to access the setting for each menu item is great.
   The ability to create a sales invoice for billable expenses from the billable expense is outstanding.
   The button to View transactions on each bank account on the home page is excellent but I would like this button for accounts that have items to reconcile as well. Fewer clicksHelp banner on each page. I would like to be able to disable this permanently for established clients.Sales tab.
   Love the "Billable Expenses", Needs to be aboveQuotes. Need to be able to not bill them where I have a project invoice. Just assign the customer.
   Purchases Tab: would like to see  Billable expenses not billed.
   In Settings, Organisation has a Z but not on Payroll screen. Organization details
   Contact setting - need ability to do more like check for duplicates.
   Manual Journals - will have to get used to it  being in Accounting but I like it.
   Connected apps and recommendations - I would like to be able to recommend for leints on this page.

   The ability to access the setting for each menu item is great.
   The ability to create a sales invoice for billable expenses from the billable expense is outstanding.
   The button to View transactions on each bank account on the home page is excellent but I would like this button for accounts that have items to reconcile as well. Fewer clicksHelp banner on each page. I would like to be able to disable this permanently for established clients.Sales tab.
   Love the "Billable Expenses", Needs to be aboveQuotes. Need to be able to not bill them where I have a project invoice. Just assign the customer.
   Purchases Tab:… more

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2. New Home Page

   ​Love the look and ability to customise widgets for clients. It would be great if we, as Advisors, can specify then the client can change.

   Displaying the client logo in the top left is great but way too small to be effective

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