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  1. 711 votes

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    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.


    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

    Nigel Arnold supported this idea  · 
  2. 483 votes

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    Hi Community! 👋

    Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

    I look forward to updating you as we make progress 🙂 🙏

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    Nigel Arnold commented  · 

    This is a critical feature for our business. We have administrative staff needing access to Quotes and Product and Services but not the bank account transactions. More granularity for user control is required.

    Nigel Arnold supported this idea  ·