Settings and activity
4 results found
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248 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Howard Sherbourne supported this idea ·
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14 votes
Howard Sherbourne supported this idea ·
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1 vote
Hi Howard, not on an individual invoice basis, however it might be worth exploring if Lock Dates could be a good way to help prevent changes to
invoices that have been entered to a specific date?
Lock dates are limited to certain roles in an org, which would help prevent users with roles outside of these from being able to make changes to transactions within the lock date range.
Howard Sherbourne supported this idea ·
Howard Sherbourne shared this idea ·
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86 votes
Howard Sherbourne supported this idea ·