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3 results found

  1. Receivable Invoice Summary report - Filter based on Payment Date

    8 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Di Moss commented  · 

    To find invoices paid in certain month I have to check the date of the oldest unpaid invoice from last month, then run report from that date until end of last month, then go through all the invoices to find the ones paid last month.

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    Di Moss commented  · 

    It would be helpful to be able to search receivables by paid date in the receivables summary and detail reports. Currently this is not at option.

    Di Moss supported this idea  · 

  2. Contacts - Show attachments for transactions in the contact overview

    11 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Di Moss commented  · 

    Under contacts, instead of the create draft invoice icon, please go back to having icon to view attached source document. It is really annoying and time consuming to having to go back into Payables and find the invoice to see the original bill or to even see if a bill is attached.

    Di Moss supported this idea  · 

  3. Contacts - Add the File icon back to the Contacts transactions list

    15 votes

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    submitted  ·  4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Di Moss shared this idea  ·