Settings and activity
5 results found
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203 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
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Jules Bradbury
supported this idea
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160 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
An error occurred while saving the comment Jules Bradbury
commented
Thanks for the update, I appreciate how IT upgrades are more work than we ever anticipate as non-IT people, but there used to be a pause button in here years ago, god knows why it got removed. It really is an integral part of a timesheet system, which accountants use all the time. It's not a request, it's a true necessity and I really hope you'll get this up the list. This is the point of having these ideas voted on, to see the popularity. This clearly is urgently needed.
Jules Bradbury
supported this idea
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19 votes
Appreciate you starting an idea, Paula. It really helps if we can share detail of how or when this idea would help your business.
Come back to let us know 🙂
Jules Bradbury
supported this idea
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86 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
An error occurred while saving the comment Jules Bradbury
commented
Being able to add a quick pop up note (similar to in excel) on a job in the All Jobs area of XPM would be fantastic. So you can quickly write something like 'Waiting on home office' or 'Waiting on ANZ PIE income to file' or something similar - a quick easy way to figure out where the job is at but a bit more detailed that the 'status'.
Jules Bradbury
supported this idea
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2 votesJules Bradbury
shared this idea
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This would be very helpful!