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Settings and activity

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  1. History & Notes - Audit trail for all transactions and user activity

    160 votes

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    submitted  ·  49 comments  ·  For small businesses » Business features  ·  Admin →
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    Colette King supported this idea  · 

  2. Hubdoc - lock dates feature

    46 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Colette King commented  · 

    This can cause big problems as clients can post transactions into locked periods and potentially change figures in prior years accounts! As we know Hubdoc bills can be published to 'Draft' which eliminates this problem, but there is no way to set Hubdoc to do this as default. So, clients can still publish straight through to 'Awaiting payment' which is how this issue occurs. Please update the setting ASAP.

    Colette King supported this idea  ·