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  1. 149 votes

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    Dianne George supported this idea  · 
  2. 2 votes

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    Dianne George supported this idea  · 
  3. 3 votes

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    Dianne George supported this idea  · 
  4. 5 votes

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    Dianne George supported this idea  · 
  5. 7 votes

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    Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.

    With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice. 

    While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch. 

    Dianne George supported this idea  · 
  6. 4 votes

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    Dianne George supported this idea  · 
  7. 2 votes

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    Dianne George supported this idea  · 
  8. 2 votes

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    Dianne George supported this idea  · 
  9. 183 votes

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    Dianne George supported this idea  · 
  10. 10 votes

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    An error occurred while saving the comment
    Dianne George commented  · 

    This function couldn't happen soon enough.

    Dianne George supported this idea  · 
  11. 3 votes

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    Dianne George supported this idea  · 
  12. 11 votes

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    Dianne George supported this idea  · 
  13. 171 votes

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    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

    Dianne George supported this idea  · 
  14. 58 votes

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    Dianne George supported this idea  · 
  15. 23 votes

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    Dianne George supported this idea  · 
  16. 64 votes

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    Dianne George supported this idea  · 
  17. 34 votes

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    Dianne George supported this idea  · 
  18. 54 votes

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    Dianne George supported this idea  · 
  19. 75 votes

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  20. 171 votes

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    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

    Dianne George supported this idea  · 
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