Settings and activity
7 results found
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297 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Aamir Khan supported this idea ·
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125 votes
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5 votes
Aamir Khan supported this idea ·
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41 votes
Thanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here.
Aamir Khan supported this idea ·
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4 votes
Aamir Khan supported this idea ·
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9 votes
Aamir Khan supported this idea ·
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21 votes
Aamir Khan supported this idea ·
Quantity section of the invoice, there are 4 decimal places. Increase the decimals to 6 decimal places