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  1. 5 votes

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    Joe Tiddy supported this idea  · 
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    Joe Tiddy commented  · 

    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.

  2. 100 votes

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    Joe Tiddy commented  · 

    As 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  ·