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5 votesJoe Tiddy supported this idea ·
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100 votes
An error occurred while saving the comment Joe Tiddy commentedAs Jamie said, referencing physical quantities is very important for advisors. We aren't asking for a full-blown inventory system, just that the account transaction displays a field that is mandatory for us to enter when creating bills/reconciling bank accounts.
Joe Tiddy supported this idea ·
Completely agree. The hidden notes feature is certainly a welcome improvement. It is now significantly easier to add a previously un-needed note, which will reduce consistency issues for sure. Unfortunately, we will still have some consistency issues if we need to update a note because we will still be copying forward prior year notes instead of referring to the template.