Settings and activity
6 results found
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167 votes
Thanks for your feedback on the new homepage here. We appreciate what works well and not so well for our customers with the new experience. Our product team have been taking this all onboard as they continue to plan their roadmaps. Since initially released in beta, they've made some changes to the 'Cash in and out' and 'Chart of accounts' widgets so when customising your view you'll now have the options to 'Make larger' or 'Make smaller'.
Right now, they're also considering sizing of other widgets and your contributions in this idea are super useful to their exploration of this. I'll be sure to share any further updates of the sizing of widgets with you all here.
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866 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Mark Whitfield
supported this idea
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4 votesMark Whitfield
shared this idea
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114 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
Mark Whitfield
supported this idea
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45 votesMark Whitfield
supported this idea
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26 votesMark Whitfield
shared this idea
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The simple fact it's called "Watchlist" would point to a widget that showed the accounts you want to see.. Not have to scroll up and down :)) Which ever group meeting thought that widget was any good has no idea how or why the old watchlist worked... I've tried sorting the Home Page into a usable format but the shape of the widgets and font sizes is frustrating.. + the lack of control in the widgets them selves and the data/format they shown has not improved so not really seeing a benefit other than it looks busier and less useful...