73 results found
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Navigation - Sub menus on Purchases drop down for different statuses
On the Sales menu, I would like a sub-menu/fly-out to the right of Invoices with links to the Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating tabs on the Invoices page. This would enable me to go directly to the tab I want, saving a click or two, and reduce page load time instead of always landing on the default tab then having to click the one I actually want. Clicking Invoices should still go to the All tab. Same could be done on the Purchases menu for Bills.
Alternatively, instead of a sub-menu/fly-out, add Draft, Awaiting Approval, Awaiting Payment,…
88 votesWe appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!
Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.
If there is any news I'll share an update with you all on this, here.
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Homepage - Ability to download or print
Add a widget for tracking categories with current and prior month expenses against each or even the top 5 of each category.
make the hope page printable to pdf and also for the user to be able to present it to a client or board.
22 votesInteresting thought of how the new homepage experience could be used in different ways, thanks for sharing with us here!
Our product teams are watching the feedback in these forums with a close eye and we will share if there are any updates for you here.
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Navigation | Purchases - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
19 votesHi everyone, thanks for sharing back on the new navigation experience with us here. We understand there are different options that our customers would find most useful within the menu drop downs and our product teams are paying close attention to the feedback we receive on this in Product Ideas. We will share any updates surrounding this with you all here.
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Navigation - Ability to Favourite Repeat Invoice page
The “Favourite” feature in the Reporting section is excellent, please consider expanding this to other dropdowns or sections across the platform.
This could help address the long-standing need for sub-menu shortcuts or easier navigation, especially for commonly used tools like Repeating Invoices or the Chart of Accounts.
Note: historically, I’ve used browser bookmarks as a workaround for this. However, recent updates seem to have made these bookmarks unreliable, some now fail to link correctly, and this issue appears to be getting worse. I fear with this update It may no longer be viable to rely on bookmarks as quick links.
30 votesThanks for sharing your idea, and letting us know the changes to our new navigation that would mean the most for you.
We know there are a range of sub menus our customers would find advantageous to have more accessible from the main menu.
We're tracking feedback on this here, closely and will share if there are any plans made.
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Homepage - Ability to customize the color
It would be great for those that have various type of color blindness to be able to change the color, say the user has an issue with the color red or green, being able to change the color would be beneficial.
15 votesThanks for letting us know changes that could improve your experience with the new homepage. It's great to have your feedback on Product ideas here.
We're keeping an eye on what our customers are sharing back here and if there are any updates to share we will let you know, here.
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Homepage - Add a Tracking Categories widget with recent amounts assigned
Add a widget for tracking categories with current and prior month expenses against each or even the top 5 of each category.
make the hope page printable to pdf and also for the user to be able to present it to a client or board.
18 votesGreat to be getting feedback from our community on the new homepage experience - we thank you for engaging with us here.
Our product teams are staying close to what our customers are sharing back through the forums here, and we will share if there are any updates around widgets that would getting a view of tracking assignments, here.
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Navigation | Sales - Add Drafts to the menu options
I would suggest adding "Drafts" to sales and purchases menu.
21 votesGreat to be getting this feedback and see the input from our community that are getting a gauge of the new navigation experience. Thank you.
Our product teams are very close to the different needs being shared from our customers in the forum here and we will keep you updated if there are any plans made around the menu options for Sales.
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Homepage - Ability to search unreconciled transactions within the homepage
Allow searching for unreconciled transactions from the home page.
45 votesAppreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
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Homepage - Ability to set widgets to show by cash basis
Watchlist figures should display as per the reporting settings.
Currently watchlist ONLY displays as accrual accounting... which means it's useless for CASH accounting businesses.
It would be great if all figures displayed are as per the accounting method of the business.
18 votesThanks for giving your feedback about the new homepage, here.
Appreciate our customers have different needs in the information they view.
Our team are regularly reviewing the feedback we're receiving from our community on this, and we will let you know if there are any plans made around providing a cash basis view.
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Homepage - Ability to sort by columns within a widget
Where there are headings in the columns of the widget, being able to SORT by that heading..
For eg, "expenses to review" can be sorted by any of the columns: "submitted by", "expenses to review" or "Amount".
This would be helpful also in CoA watchlist, Recent Invoice payments or any other unseen widgets which have a list with column headings.
43 votesIt's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.
Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.
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Navigation - Move Tax within the Reporting or Accounting menu
I'd prefer to see the Tax Menu consolidated into either the Reporting or Accounting menu. Having more options just adds clutter and unnecessarily overwhelms users.
25 votesHi team, we appreciate the interest from you all on the new navigation experience.
We're keen to continue tracking where our customers would find features the most useful in terms of navigation and if there are any changes for the location of Tax I will share with you here.
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Homepage - Resize Widgets
Homepage seems overly cluttered. Would be great to be able to resize widget tiles & have the ability to change the graph styles
82 votesHi team, thanks for the engagement this idea has received already. We appreciate hearing the differences in layouts and sizing of widgets that would be most useful.
Right now our product team are staying close to the feedback that is coming through this channel to carefully consider.
If there are any plans to share around the sizing of widgets we'll let you know!
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Homepage - Widget of running total for GST
Include a widget showing the running total for GST on the period so far
56 votesGood to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
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Navigation - Add 'Statements' to Sales drop down menu
Adding 'statements' to the Sales drop down navigation. Simple addition, rather than having to go through the full Invoice page to send statements at EOM.
132 votesHi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
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Homepage - Widget for planned bill payments
Widget for planned supplier bill payments - either a summary of total by planned date, or detailed view of the next planned date payments by supplier (e.g. flexes to show planned payments in current week). Helpful for review prior to batch payment runs.
41 votesAppreciate the insight around why a view of planned bill payments would be helpful - Thanks for feeding back on the new Homepage 😊
Our product team are closely monitoring feedback we receive on this experience here, and we'll share if there is any update for this with you all.
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Homepage | Invoice payments widget - Summary of key outstanding invoices
Unpaid invoices summary or ability to have a customer 'watchlist' on the homepage.
Recent invoice payments is useful, but I care less about the detail of invoices that have already been paid - that money is in my account. I want to know the detail of what remains unpaid so I can follow up with those customers. It would be great to have a watchlist of customers, their total overdue balance, & average payment days, to be able to monitor on the dashboard. This could be enabled via a simple check button in the customer profile, similar to the CoA…
95 votesThanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
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Homepage - Ability to customise columns in the chart of accounts watchlist
I would like to customise the columns that appear in the chart of accounts watchlist. I would like have yesterday's closing balance, last month's closing balance, and the change.
I use the watchlist to monitor clearing accounts, such as daily takings clearing accounts, and being able to spot when a balance has gone awry would be very helpful not only for me but for our team who reconcile these clearing accounts.
Would be even better if we could add more than one instance of the watchlist then we could have one for clearing accounts with the columns described above, and…
24 votesReally appreciate hearing the detail of why this idea would be useful and how you use the Watchlist on the Homepage.
We value all the feedback we're receiving on this new experience from our customers here and will share if there are any changes for this planned, here.
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Navigation - Sub menus on Sales drop down for different statuses
On the Sales menu, I would like a sub-menu/fly-out to the right of Invoices with links to the Draft, Awaiting Approval, Awaiting Payment, Paid, and Repeating tabs on the Invoices page. This would enable me to go directly to the tab I want, saving a click or two, and reduce page load time instead of always landing on the default tab then having to click the one I actually want. Clicking Invoices should still go to the All tab. Same could be done on the Purchases menu for Bills.
Alternatively, instead of a sub-menu/fly-out, add Draft, Awaiting Approval, Awaiting Payment,…
92 votesHi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.
We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.
I will share if there are any plans or progress to share on this, here.
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Homepage - Remove business overview and shift customise button
I like the new look. Can the Business overview heading be removed and the customise button be moved up to where it is in the old homepage, next to last login? Screen real estate is very precious, especially when the client has a lot of bank accounts/credit cards that fall off the bottom of the screen and can get easily missed.
37 votesUnderstand wanting to make the most important information visible. Thanks for sharing your feedback on our new homepage here.
We're watching the forums here closely and will share if there is any updates that would help with what you're asking.
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Homepage - Set up multiple views (Basic, Intermediate and Advanced)
Have a few options so a basic user can cut down on the noise and just have bank accounts and the profit graph, for a new user this would be overwelming.
141 votesThanks for reviewing and letting us know how we could keep improving the new homepage experience.
For the time being we're paying attention to the pulse of this idea, here.
We will let you know if there are any updates.
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