Settings and activity
1292 results found
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62 votes
Freya Pieroz
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2 votesFreya Pieroz
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5 votesFreya Pieroz
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6 votes
An error occurred while saving the comment Freya Pieroz
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43 votesFreya Pieroz
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An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro surely receive money transactions should cause a contact to be classified as an entity that sends me money ie a customer?
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10 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro that only works if your customers are purchasing tracked items. I've not yet found a combination of available filters that allows me to find suppliers, nor have I found a combination that allows me to find contacts where the transaction list is empty, or is empty for a given timespan.
Freya Pieroz
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5 votesFreya Pieroz
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123 votesFreya Pieroz
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5 votesFreya Pieroz
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44 votes
An error occurred while saving the comment Freya Pieroz
commented
It's been nearly nine years since this was first requested as a feature.
I came here today to request it anew, because a client has paused a repeating purchase and when they start it up again, I don't want to unnecessarily duplicate the work I did setting that repeating bill template up 18 months ago. (and if you can do it on repeating invoices then the capacity should be there to do it with repeating bills, so why duplicate the feature request?)
Freya Pieroz
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4 votesFreya Pieroz
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2 votesFreya Pieroz
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19 votesFreya Pieroz
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10 votesFreya Pieroz
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92 votesFreya Pieroz
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212 votesFreya Pieroz
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32 votes
An error occurred while saving the comment Freya Pieroz
commented
If [Day] was available as a placeholder, then we'd be able to use something approximating [Day-1] [Month-1] to get the right reference for a recurring invoice scheduled to create itself on the first of every month.
But it's not.
Freya Pieroz
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143 votesFreya Pieroz
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10 votes
Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used.
For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development.
Freya Pieroz
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600 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Freya Pieroz
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YES! Every time I have to do something for a client that needs me to know which Award their employee is covered under (or not), I have to look it up separately for each employee. Like when the minimum wages for people covered under a particular Award go up, checking individually who is covered at what level under which Award and then individually making sure that they're being paid at least that much is SO TEDIOUS