Settings and activity
3 results found
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42 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
Jane Vinar
supported this idea
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9 votesJane Vinar
shared this idea
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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Jane Vinar
supported this idea
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When Publishing Reports and Archiving them it would be handy if we could create files to store these in within the Published or Archived Reports sections, such as for a Financial Year or grouping Activity Statements together, Bank Reconciliations, Balance Sheets, etc. together.