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3 results found

  1. Account Transactions - Tab through fields for data entry

    2 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jo Archer commented  · 

    It would be great to get some consistency between screens, stopping to click in the account box then add the code or name, and then click again to choose it is cumbersome, to say the least. This applies to products and services, quotes and invoices. It certainly isn't designed for efficiency.

    Jo Archer supported this idea  · 

  2. Sales Invoicing - Automate 'send me a copy' on invoices

    76 votes

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    submitted  ·  40 comments  ·  For small businesses » Business features  ·  Admin →
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    Jo Archer commented  · 

    I use this feature in my CRM and email management of jobs, it is vital and just another box to remember to tick for every invoice.
    You've thrown the baby out with the bathwater.

    Jo Archer supported this idea  · 

  3. Quote Template - Condense to single page

    4 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Jo Archer commented  · 

    The new format for quotes is so large on my desktop screen I need to navigate around it!

    I'd like a compact form as I don't have eyesight problems requiring LARGER THAN NECESSARY SPACES AND FONT SIZES.

    Thank you