Settings and activity
44 results found
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45 votes
Jane Stergio
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15 votesJane Stergio
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6 votesJane Stergio
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10 votes
An error occurred while saving the comment Jane Stergio
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105 votesJane Stergio
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67 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
Jane Stergio
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387 votesJane Stergio
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251 votesJane Stergio
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4 votesJane Stergio
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8 votes
An error occurred while saving the comment Jane Stergio
commented
I think the account number should also be included.
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5 votesJane Stergio
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36 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
An error occurred while saving the comment Jane Stergio
commented
I need to supply an external application the payments that we have received so they can be marked off in that app - they need payment date, invoice number, amount paid, contact name.
The Receivable Invoice Detail report won't quite do it - it can't be run by paid date and it doesn't include the invoice number as a column to be selected.
The Receivable Invoice Summary report also is almost there, but it can't be run by paid date, and the amount paid is a cumulative total. I need a list of payments when partial payments are made against an invoice.
And a unique payment id would be great too.Jane Stergio
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11 votes
An error occurred while saving the comment Jane Stergio
commented
I also would like to see the invoice status on the account transaction report - so I can see paid vs not paid.
Jane Stergio
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95 votesJane Stergio
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158 votesJane Stergio
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51 votesJane Stergio
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683 votes
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.
Jane Stergio
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30 votesJane Stergio
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11 votesJane Stergio
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117 votesJane Stergio
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There should be an option to export any reports as csv where there is an option to export as Excel.
If the data being exported is to be imported into another system which requires csv, having to edit the file each time is time consuming and unnecessary.