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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444 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 recently optimised autosave to require less processing power, leading to faster invoice loading and saving.
Our decision remains that we won’t be adding an option to turn off autosave on invoices. However, we hope this change improves your experience with autosave in draft invoices over time. Thanks again for your feedback.
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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351 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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760 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.