Settings and activity
2 results found
-
1 vote
Hi Emily, we understand that for businesses using cash accounting, it’s helpful to see income and expenses based on when money is actually received or paid.
We hear the request to run the “Income and Expenses by Contact” report on a cash basis so you can more easily review what’s been paid and collected per contact in a given period.
We’ve moved this to Gaining Support so we can track interest and help our product teams consider adding a cash basis option to this report.
Emily Oliver Sams
shared this idea
·
-
94 votes
Hi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
An error occurred while saving the comment An error occurred while saving the comment
Emily Oliver Sams
commented
Yes, this would be so helpful and would make sense logistically. Less clicking around and less searching. I also really love Andrea's idea of listing them in alphabetical order. Please implement!!
Emily Oliver Sams
supported this idea
·
In the dropdown to change the organization you are working in, can we have a full list of our clients in alphabetical order to choose from - rather than just the top 5 most recent?
It takes a lot of extra brain power to think of what the organization is called and type it in, rather than just select from an alphabetical list.
Will the new navigation have this feature?