Settings and activity
244 results found
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14 votes
Andrew Syme
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9 votesAndrew Syme
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12 votes
Hi everyone, we appreciate the rationale for wanting to remove this total when running the Account Transactions report for a single account. Our team are looking into this work now and I'll swing back to share as work begins 😊
An error occurred while saving the comment Andrew Syme
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11 votesAndrew Syme
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91 votesAndrew Syme
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39 votesAndrew Syme
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62 votesAndrew Syme
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168 votesAndrew Syme
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32 votesAndrew Syme
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26 votesAndrew Syme
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9 votesAndrew Syme
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224 votesAndrew Syme
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24 votesAndrew Syme
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1 voteAndrew Syme
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155 votes
An error occurred while saving the comment Andrew Syme
commented
Why do Bank Rules for Spend / Receive Money populate Cash Coding, but Bank rules for Transfers don't work at all in Cash Coding ?
Andrew Syme
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121 votes
An error occurred while saving the comment Andrew Syme
commented
Need the option to add the clients Logo (from their settings) to all PDF (styled and Unstyled) reports.
Andrew Syme
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8 votesAndrew Syme
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5 votes
Great to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks!
Andrew Syme
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789 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Andrew Syme
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50 votesAndrew Syme
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Just plain confusing. If I wanted totals (accross Accounts) I would export to excel and total there.