Settings and activity
4 results found
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625 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
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Kristy Wells
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42 votesKristy Wells
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An error occurred while saving the comment Kristy Wells
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It is really annoying that you can’t have all the directors/shareholders/members etc. for an entity on their client record just because they aren’t a client themselves. We have companies with no directors and nowhere to note who the directors are. Naturally we have this information elsewhere, but since this is ‘THE’ record it should really all be available in one place. We could do it in MYOB!
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49 votesKristy Wells
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32 votesKristy Wells
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Under review? This should have been a matter of 'good idea - let's implement it', not a year's worth of review and no action.