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  1. 350 votes

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    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

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    Jennifer Tryggvason commented  · 

    Annoying and time wasting on a daily basis - use should be able to choose the default for the approve button or have it default to just "approve". It makes more sense to have to click more to do more, not click more to do less.

    Jennifer Tryggvason supported this idea  · 
  2. 2 votes

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    Jennifer Tryggvason shared this idea  · 
  3. 21 votes

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    Jennifer Tryggvason supported this idea  · 
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    Jennifer Tryggvason commented  · 

    I am here looking because my cash basis p&l is full of non-cash deferred revenue reports. As far as I can tell I can't even pull an actual cash basis report.

  4. 10 votes

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    Jennifer Tryggvason commented  · 

    Yes! As it stands I can't see item by tracking category, but if the item code were on the transaction list, I could filter the transactions report by tracking category, then export and sort by item.
    It's a major shortcoming that I can't find any way to sort the item report by tracking category.

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  5. 9 votes

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    Jennifer Tryggvason supported this idea  · 
  6. 20 votes

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    Jennifer Tryggvason supported this idea  · 
  7. 32 votes

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    Jennifer Tryggvason commented  · 

    The payable invoice detail reports as suggested above don't include anything entered as a spend money. So the reports would be incomplete or take considerably more data entry time to get entered in a way that can be reported.

    Jennifer Tryggvason supported this idea  · 
  8. 66 votes

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    Jennifer Tryggvason commented  · 

    Default tracking for items AND reports that pull items by tracking category, PLEASE

    Jennifer Tryggvason supported this idea  · 
  9. 8 votes

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    Jennifer Tryggvason commented  · 

    This seems so fundamental I can't believe it's not already there!

    Jennifer Tryggvason supported this idea  · 
  10. 8 votes

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    Jennifer Tryggvason commented  · 

    Yes, I find not being able to generate formulas for individual accounts very limiting. Would love to see this developed.

    Jennifer Tryggvason supported this idea  · 
  11. 147 votes

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    Jennifer Tryggvason commented  · 

    YES! There are many circumstances this would be a real time saver. I'm surprised there isn't a way to do it.

    Jennifer Tryggvason supported this idea  · 
  12. 115 votes

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    Jennifer Tryggvason commented  · 

    Yes! A simple thing but can be a real time saver.

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  13. 28 votes

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    Jennifer Tryggvason supported this idea  · 
  14. 15 votes

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    Jennifer Tryggvason supported this idea  · 
  15. 47 votes

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    Jennifer Tryggvason supported this idea  · 
  16. 21 votes

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    Hi all, appreciate how this suggestion would make life easier 😊 This is a feature that our team are looking to improve, and they have plans to enable a quick link to go to the COA (similar to quotes today). They do hope to enable the ability to add a new account directly within the Invoices screen however there are a few other pieces of work lined up before they can tackle that.

    We'll shift to Under review and I'll keep you updated of any progress!

    Jennifer Tryggvason supported this idea  · 
  17. 69 votes

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    Jennifer Tryggvason supported this idea  · 
  18. 25 votes

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    Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of. 

    I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂 

    Jennifer Tryggvason supported this idea  · 
  19. 31 votes

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    Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it. 

    From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries. 

    Is there a specific reason you need to enter the expense as one of these type of items? 

    Jennifer Tryggvason supported this idea  · 
  20. 152 votes

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    Jennifer Tryggvason supported this idea  · 
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