Settings and activity
17 results found
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2 votes
Hi Steven, thanks so much for the kind words about Client Insights – it's great to hear you're finding it fantastic!
We've reviewed your suggestion to enhance it further by showing a total for the client list or a filtered group. We can see how this would provide valuable context, allowing you to easily benchmark how an individual client compares to the rest of the community.
Your idea is now ready to gain support from other community members. Along with votes, others can now comment to share how they would use this summary data for analysis and advising their own clients.
Steven Perich
shared this idea
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6 votesSteven Perich
supported this idea
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118 votes
An error occurred while saving the comment Steven Perich
supported this idea
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23 votes
An error occurred while saving the comment Steven Perich
commented
At least have
1. Options for sorting the GL lines
2. Ability to filter between P&L and Balance Sheet GL lines
3. Ability to add formula as needed
4. Ability to add % fields (eg for GM% lines on a report)
These need to be minimum requirements on every report -
376 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
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31 votes
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18 votes
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154 votes
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158 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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392 votes
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17 votes
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39 votes
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52 votes
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42 votes
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108 votes
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160 votes
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48 votes
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
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Agree with Marta - we need it to be a separate Expense Type in the Chart of Accounts
eg Non-Deductible Expense?