Settings and activity
4 results found
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51 votes
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Anna Anderson
supported this idea
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29 votes
Really good to hear you exploring the new homepage, Estela.
We ask that each idea is contained to one feature request so that it's easy for other members to understand what they're voting for and we can best keep you updated on any progress on a feature. I've slightly amended the title of your idea here for the first you've shared on the Business Performance dashboard.
We appreciate hearing how you find this useful, however we want to be upfront that we don't have intentions of adding this to the new Homepage, to make way for new features that will be coming soon. You'll be able to continue accessing key information from the Business Performance Dashboard page.
The Tax & Reporting widget has been replaced by a new sales tax widget, and depending on your region this will be available in the next 12 months. We also have an idea…
An error occurred while saving the comment Anna Anderson
commented
Currently we have tasks scheduled 18 months ahead. We also created a quote with the prices and they are linked to the job tasks when we generate the job. We should be able to get a cashflow forecast based on the scheduled task and the price quoted. The price can be calculated or fixed. the individual prices need to be forecasted by the item in the quote with the price. rather than by the total quote.
Anna Anderson
supported this idea
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7 votes
Hi community, we appreciate the interest here however want to be forthright that this isn't something we have any plans for developing at present.
We'll continue to get a pulse on interest through this idea and share if there are any updates.
A feature I just wanted to highlight and may help solve the needs of some here already is queries with JAX.
Right now, it's possible to query your invoices through JAX. While Projects isn't a field JAX can interpret just yet we are continuing to expand on it's capabilities. However, in the meantime, if there is a common keyword or phrase you're using in a Projects invoices you could look to ask JAX to show you all results for this phrase which may help you narrow down and find the invoices you're after.
Anna Anderson
shared this idea
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17 votes
Really good to have the understanding of use cases in which you'd want to search invoices by the contact account number rather than contact name. Thanks everyone, we are continuing to develop our invoicing experience, however I want to be upfront that this isn't something we have plans for right now.
We are continuing to get a sense of the interest through this idea, so if there are any updates to share I'll let you know here.
An error occurred while saving the comment Anna Anderson
commented
Search Job name when searching for invoices
It is also impacting our productivity because you are showing more data than you need to for just viewing the status of an invoice. You need to restrict viewing WHOLE OF SALES data just to see the invoice status. Therefore, the user has to goto executive management level whenever the manager is available to findout. It WASTES time