Settings and activity
2 results found
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141 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
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214 votes
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Sales staff cannot view cost and sales price at a glance when quoting to enable the sales team price products (if not a set price) It doesn't make sense in practice but does to a software builder i suppose??
To enable employees to see products and services they also can view bank balances which can then be openly discussed with the entire workforce which is far form ideal
products and services could be added to invoice/ bills only view to prevent the bank accounting viewed sales team don't need to bank balances in all cases.
and/or add the option under business to remove bank access under standard user as some sales will need to view reports