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6 votes
Thanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.
Janet Hiern
shared this idea
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2 votesJanet Hiern
shared this idea
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136 votes
An error occurred while saving the comment -
108 votes
An error occurred while saving the comment Janet Hiern
commented
It would be great to simplify archiving Tracking Categories. As it is the process is:
- Find and select a tracking category
- Select Archive
- The Archived Tracing Category tab opens
- look at this list
- Trawl across the screen back the to Tracking Categories tab
- Scroll through to find the next Tracking Category to be archived
- select archive
- the Archived tab opens
- etc and repeat, repeat, repeat.
Its quite tedious archiving more that 3 categories, especially if the list is long
A simpler way would be to be able to select from the list and archive the selected items all togetherJanet Hiern
supported this idea
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47 votes
An error occurred while saving the comment Janet Hiern
commented
There is so much more that needs to be improved in the search results. Showing a description could start to ease the unhelpful results. You use a search function to find an invoice, bill or other transaction. It's hopeless if you need to interrogate each one, especially when doing so closes the search results if you forget to open in a new tab. This function also needs to return results in some logical order - by date could be an idea. Results need to be exportable - just excel (no fancy formatting, no merged cells)and if they could be sorted in the results window by contact, date etc. this would be a useful function. As it is it's basic, barely functional.
Janet Hiern
supported this idea
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5 votes
An error occurred while saving the comment Janet Hiern
commented
It would be great to have a landing page/home page that's not the dashboard and that has no business information at all - menu options could be very useful. The dashboard as landing page shows bank balances to anyone walking past.
Janet Hiern
supported this idea
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538 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
An error occurred while saving the comment Janet Hiern
commented
Definitely need this. Also for invoices.
Janet Hiern
supported this idea
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2 votes
Hi Janet, could you describe or give a few examples of what exporting results for search would help you do? This'll help when sharing the idea back with the team.
Janet Hiern
shared this idea
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My custom Account Transactions report displays in Landscape format but exports to pdf in portrait. Why? Is it possible to customise the report to export to landscape so the report i present looks the same as the way i customised it?