Settings and activity
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26 votes
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Helen Balaam
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27 votesHelen Balaam
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38 votes
An error occurred while saving the comment Helen Balaam
commented
We need the ability to change the font size and make bold etc (format) within a standard invoice. I don't want to do anything special eg not setting up a custom invoice just for this - we want to just be able to bold a line in payment terms for all invoices - it shouldn't be that difficult?
Helen Balaam
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1 voteHelen Balaam
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147 votes
An error occurred while saving the comment Helen Balaam
commented
Not all bank payments and receipts are creditors or debtors. Small business can have all sorts of transfers between owners/other stakeholders and the ability to add the recurring spend money or receive money transactions ahead of time to see the actual bank balance after these transactions is critical for cash management. We should not have to wait until the bank rec process for a bank rule to enter the transaction and it is tedious to enter the transaction anew each month and non value add.
Helen Balaam
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8 votesHelen Balaam
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A staff member should not need access to bank accounts to send receipts. the payment sits in the invoice - they may even be the person who has entered the payment against the invoice - then to tell the customer they that are unable to issue a receipt when requested, is ludicrous.