Settings and activity
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57 votes
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Tracy Kemp
commented
Against each item of stock have the facility to list what the minimum stock level should be. Items that fall below the stock levels can be populated on a report. On Sage, you could access your stock list and any items that had fallen below the required amount were in red. If you have hundreds of lines it isn't easy to see what needs ordering and staff who process the orders don't necessarily know what critical levels are.
Tracy Kemp
supported this idea
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449 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Tracy Kemp
commented
It needs to be optional - we didn't ask for this and it's an absolute pain. We end up with deleted invoices or at best asking the team if anyone needs to process and invoice to use up an invoice...what is with software people telling us what we need!
Tracy Kemp
supported this idea
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374 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Tracy Kemp
supported this idea
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772 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Tracy Kemp
supported this idea
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There should be a feature when setting up product codes (for tracked items) where you set a minimum stock level. They have this is sage - you can then click on stock lists and anything below the level is in red. This helped with managing stock levels, especially when you stock such a vast range. Really should be a priority.