Settings and activity
5 results found
-
10 votes
An error occurred while saving the comment 
Megan Owens
supported this idea
·
-
446 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
-
5 votesMegan Owens
shared this idea
·
-
456 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
-
31 votes
.png){kind=link}
.png){kind=link}
I automatically generate draft bills from emails and the Payee is automatically selected. I want to setup rules (or even better re-use the reconciliation rules) to set the description, account and tax rates for each of the imported bills that are in draft.