Settings and activity
4 results found
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108 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
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Milena Szumlakowska
supported this idea
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2 votes
Thanks for your feedback, Aaron. It's good to get a sense of interest in others that would find this view useful. We'll start to track through your idea here.
Milena Szumlakowska
supported this idea
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695 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Milena Szumlakowska
supported this idea
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66 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
An error occurred while saving the comment Milena Szumlakowska
commented
We are patiently waiting.
Milena Szumlakowska
supported this idea
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I would like to raise a concern regarding the bank balance graph that previously displayed whether an account was in overdraft and clearly showed how the balance increased or decreased over time.
At the moment, this graph no longer appears to be visible in the bank account view. Since its removal (or change), it has become much more difficult to quickly assess the cash position and identify negative balance trends.
This feature was particularly important for one of my clients who is currently in overdraft. Being able to visually track when the account drops below zero and monitor fluctuations over time is essential for managing cash flow, planning payments, and avoiding additional bank charges. The graphical overview provided an immediate and clear picture that reports alone do not fully replace.
Could you please clarify whether this feature has been removed, relocated, or disabled? If possible, I would strongly encourage you to consider restoring it, as it was a very practical and valuable tool for day-to-day financial monitoring.