Settings and activity
198 results found
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211 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Elrika van der Merwe
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84 votes
HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.
This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.
We will let you know if there are any changes planned for this report, here.
Elrika van der Merwe
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3 votesElrika van der Merwe
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9 votesElrika van der Merwe
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6 votes
Hi Clare, if you're adding an expense from within a project, it's expected that the expense you're creating is related to the Project you're in. You could create a Bill within the Bills to pay area where you can assign individual lines of your bill to different Projects.
Elrika van der Merwe
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5 votesElrika van der Merwe
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11 votesElrika van der Merwe
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81 votes
Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm.
In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm.
You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template.
Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created.
Elrika van der Merwe
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7 votes
That's a few points you've listed, Nicholas. Sorry it's taken a while to respond to you here, and do appreciate the feedback.
It's best for each point you've raised to be recorded as separate ideas so the community know what they're voting for, we can get a clear sense of interest in what customers are wanting to see, and we can keep you updated if a particular idea progresses.
We have a few ideas that have been started and appear to relate to things you'd like to see too, I've adjusted the title of your idea here to represent your point on adding the project title to the Quote reference but for the others I'd recommend starting new ideas for each of these so we can start to track the interest from the community.
Elrika van der Merwe
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114 votesElrika van der Merwe
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14 votesElrika van der Merwe
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7 votes
Thanks for sharing this idea. This partial-copy feature might be used whenever you need to copy a quote or invoice to another transaction, such as another quote or draft invoice.
We've reviewed this idea and now it's up to the wider community to get behind it.
Please share this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Elrika van der Merwe
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339 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Elrika van der Merwe
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58 votesElrika van der Merwe
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40 votesElrika van der Merwe
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21 votes
Hi team, we appreciate feedback we have received here on the value being able to see the reference number from within the Quote and Invoices tab within projects could provide.
Being completely open this isn't something we have plans for developing at this time however we are aware of the interest and are continuing to track this idea. If there is any shift in movement we will share an update. Thanks
Elrika van der Merwe
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27 votesElrika van der Merwe
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133 votesElrika van der Merwe
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5 votesElrika van der Merwe
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9 votesElrika van der Merwe
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