Settings and activity
118 results found
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5 votes
Vicki Carlisle
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2 votesVicki Carlisle
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44 votesVicki Carlisle
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182 votes
Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.
Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂
An error occurred while saving the comment Vicki Carlisle
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299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
An error occurred while saving the comment Vicki Carlisle
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I vote that ALL reports should be available to be included in report packs.
Vicki Carlisle
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20 votes
An error occurred while saving the comment Vicki Carlisle
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Supplier settings - allow global view and reset of these.
Currently a client is complaining that some suppliers bills are coming through as Invoice (AR). They try to correct them as they go, buy Autosync means they get sent through to Xero before they can be caught. If they could turn off autosync on all suppliers at once it would be helpful. Currently it requires multiple clicks, screens, scroll and tick and save. We can't even see which suppliers have the incorrect default settings without going through the multiple clicks, screens, scroll on each individual supplier.
If the Settings>Suppliers tab could include all the other configured settings it would be so helpful to see what needs fixing at a glance. Then to be able to select multiple suppliers and make a single change across all of them would be "beautiful".Vicki Carlisle
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33 votes
An error occurred while saving the comment Vicki Carlisle
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It's body parts I don't want to see!
Vicki Carlisle
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63 votesVicki Carlisle
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103 votesVicki Carlisle
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6 votesVicki Carlisle
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171 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Vicki Carlisle
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30 votesVicki Carlisle
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92 votes
Hi community, thanks for sharing how we can improve Hubdoc for your business. While we'll continue to review and consider these sort of integrations overtime, we want to open that we don't have plans to integrate Hubdoc with Onedrive at this time. If there is any change or progress to share around this, we'll return to let you all know on this idea.
Vicki Carlisle
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221 votesVicki Carlisle
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69 votesVicki Carlisle
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12 votesVicki Carlisle
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8 votes
An error occurred while saving the comment Vicki Carlisle
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Please move the ABN to be under the sending entity details, on both the online and pdf formats. Under the business name is the appropriate location for the ABN to be displayed, and this will free up more page space - two or three lines on the page for the actual invoice content.
Vicki Carlisle
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505 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Vicki Carlisle
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22 votesVicki Carlisle
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334 votes
Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.
Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks
Vicki Carlisle
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What a great idea, we all know things get missed and an auto-reminder for something so important is really needed.