Settings and activity
2 results found
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38 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
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Andy Betts
supported this idea
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574 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
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Andy Betts
commented
You should be able to see the audit trail by account code, by posting date, so you can track why the balance has moved from any previous published reconciliation
Andy Betts
supported this idea
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Totally agree with the original post. We use this for clients to upload supplier statements amongst other things. Now you can't drag from the inbox to a folder - which for some reason have now been labelled as Archive. In addition, you can not rename a folder anymore, so you need to create a new one and move everything and delete the incorrectly named folder.