Settings and activity
5 results found
-
402 votes
Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!
As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.
If you'd be interested in being a part of our early release, please fill out this form.✍️
While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…
Alex Graham
supported this idea
·
-
52 votesAlex Graham
supported this idea
·
-
69 votesAlex Graham
supported this idea
·
-
80 votesAlex Graham
supported this idea
·
-
12 votes
Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here.
In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂
An error occurred while saving the comment Alex Graham
supported this idea
·
Adding the current report into a management pack means that the turnover in the profit and loss account report shows the NET turnover and then adding the Top Customer report into the pack shows the figures GROSS. The top customers reports doesn't link back to the profit and loss account report due to showing the gross figures. If a company is VAT registered surely knowing the NET sales per customer is the relevant information rather than GROSS.