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  1. Quote & Invoice lists - View Projects

    32 votes

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Holloway commented  · 

    It would be great to have mandatory fields at the top of quotes and have these as searchable:

    1. Job(or Project) Name
    2. Job(or Project) Address

    I have a client who receives deposits, but does not invoice until project/job is completed, often his customers do not quote the reference only a job name or address. I spend a lot of time looking for the correct customer, manually searching through quotes for the address, which obviously is not searchable elsewhere.

    Julie Holloway supported this idea  · 

  2. Bills - Ability to only copy PDF document once

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Julie Holloway shared this idea  · 

  3. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

    247 votes

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  Admin →
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