Settings and activity
699 results found
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9 votes
Thanks for the idea, Sandra. This is something our team are looking into 🙂 We'll shift to 'Under Review' for now and I'll be back with more when there's news.
Freya Pieroz
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3 votes
Hi Heather, thanks for sharing here however do you mind sharing a little more what you mean when you're previewing 'returns' would this be within new invoicing, or bills? The preview option should open an invoice in the same window without having to download as a PDF?
Freya Pieroz
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2 votesFreya Pieroz
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2 votes
Hi Amy, when you start entering an invoice for a customer that has credit you'll receive a notification in the bottom right. Then, when you approve the invoice you'll receive a prompt to let you know that you have credit for the contact and would you like to apply it. Or is there a different place in this flow you'd expect to see the prompt?
Freya Pieroz
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…Freya Pieroz
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100 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Freya Pieroz
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1 voteFreya Pieroz
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81 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
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The repeated auto-save uses bandwidth that is at a premium when on the road, and processing power on the underpowered laptop that I travel with. I'd rather be able to minimise the usage of both when in rural and poorly serviced areas (such as just outside Canberra).
Freya Pieroz
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146 votesFreya Pieroz
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78 votesFreya Pieroz
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1 voteFreya Pieroz
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3 votesFreya Pieroz
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3 votesFreya Pieroz
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3 votesFreya Pieroz
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70 votes
An error occurred while saving the comment Freya Pieroz
commented
I remember being able to have negative stock on hand when working for a previous employer who used MYOB. Twenty years ago.
We used this function so that customers could prepay for stock we had on backorder with our suppliers, and we could update them quickly and easily about the status of their orders when our suppliers updated us. I remember once having to warn my boss when the backorders needed to trigger another order of the same item from our suppliers, because I could see that the negative stock on hand plus normal orders would result in stock running out before a second batch would arrive. It made stock level management a LOT easier!
Freya Pieroz
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243 votes
Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.
Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.There are really important reasons why we must go forward with sunsetting classic invoicing…
An error occurred while saving the comment Freya Pieroz
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@Claire Barning that's just one of the many reasons the New Invoicing doesn't meet the Accessibility requirements of the Web Content Accessibility Guidelines. Anything that requires mouse usage is unusable for people who can't use a mouse (like when I had hand surgery)
Freya Pieroz
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3 votesFreya Pieroz
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125 votesFreya Pieroz
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4 votesFreya Pieroz
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2 votesFreya Pieroz
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Autosaving means that the history of an invoice where all I had to do was:
- import the on-billable expenses,
- import what went on the last invoice,
- copy the text from the last invoice's line items to the new invoice's line items,
- fix the line item quantities and values,
- delete the imported lines from the last invoice, and
- send the invoice
looks like the attached screenshot. Cluttered.