Settings and activity
3 results found
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29 votes
Hi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Intellisec Security
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39 votesIntellisec Security
supported this idea
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So much time is wasted clicking. Bring us straight to what we owe, and what we are owed!