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  1. new invoicing  ·  Not in pipeline

  2. Sales - Export invoice totals due  ·  submitted

  3. Billable expenses - Add items to Invoice in the same order as the source Bill  ·  submitted

  4. Notifications - Make audible alerts optional  ·  submitted

  5. Bulk update account  ·  Completed

  6. Reporting - Export reconciliation report pack as separate spreadsheets  ·  submitted

  7. Intergrations with mechanics desk  ·  Not in pipeline

  8. Xero - Option to flag a performance issue without having to raise a support case  ·  submitted

  9. Quotes - Ability to create multi-section quote  ·  submitted

  10. Bank Reconciliation - Import statements in CFONB format  ·  submitted

  11. Client's financial year summary - Single Donation receipt(AU)  ·  submitted

  12. Bank Feeds - Bank Feeds for ethical banks  ·  submitted

  13. Quotes - Sending a quote to group of contacts  ·  submitted

  14. Sales invoices - View email of a contact that's viewed online invoice  ·  submitted

  15. Xero Expenses - Default to today's date for receipts if date is missing  ·  submitted

  16. Hubdoc - Use 4 decimal places for Quantity & Price rounding  ·  submitted

  17. Purchase Orders - Update the Send Email options  ·  submitted

  18. Xero HQ - Combine custom reports with Adviser report  ·  submitted

  19. User role selection  ·  submitted

  20. Contacts - Ability to set alerts and reminders for credit control  ·  submitted

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