Settings and activity
6 results found
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29 votes
Hi team, returning to this idea here we do appreciate the interest in improvements and how we could make the process of reconciling transfers simpler when there are additional details or actions needed.
Being open we're unlikely to deliver all the points raised in this idea at once and it's best for our product teams to understand the interest in each separately.
We do have existing ideas that relate to most of these elements and I've linked to below, and I will edit the title of the idea here to reflec the ability to attach a file when reconciling a Transfer. Please do add your vote to each that matters to you and we'll be sure to share if there is any pogress for that idea respectively. Thanks
- Cash Coding - Add a bulk transfer option (splitting a transfer to mulitple accounts)
- Account Transactions - Edit transaction dates without remove…
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Jenny Adlam
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17 votes
An error occurred while saving the comment Jenny Adlam
commented
Wouold be very helpful to select date range for cash coding
Jenny Adlam
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39 votes
Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.
Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.
I'll keep you updated on it's delivery here ✨
Jenny Adlam
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31 votesJenny Adlam
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42 votesJenny Adlam
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713 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Jenny Adlam
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These are all great suggestions