Settings and activity
6 results found
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258 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Aine O'Malley supported this idea ·
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42 votes
Aine O'Malley supported this idea ·
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87 votes
Aine O'Malley supported this idea ·
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297 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
Aine O'Malley supported this idea ·
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12 votes
Aine O'Malley supported this idea ·
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87 votes
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It would save a lot of time because some of our clients request this and it delays our payment if it is not correct