Settings and activity
106 results found
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4 votes
Elisa Harris
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9 votesElisa Harris
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2 votesElisa Harris
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2 votesElisa Harris
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3 votesElisa Harris
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6 votesElisa Harris
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2 votesElisa Harris
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76 votesElisa Harris
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9 votes
An error occurred while saving the comment Elisa Harris
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6 votes
An error occurred while saving the comment Elisa Harris
commented
100% agree. We definitely need the capability to run reports on bank details, even if the reports are part of some sort of restricted access. This also comes into play for new software integrations such as trust account software, that requires this and up to this point there has been nothing to export.
Elisa Harris
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6 votesElisa Harris
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94 votes
An error occurred while saving the comment Elisa Harris
commented
Totally agree, coming from a firm that transitioned from Handi 18 months ago, it is less than ideal for all staff to be able to view all these personal details for staff and their families/entities such as:
- Home address
- Dates of birth
- How many and which entities the staff member hasElisa Harris
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4 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely, yes yes please! This is a HUGE issue and has a major impact on procedures, that the average staff member cannot view data like this because to grant them that permission is far too broad. Especially seeing the biller client for the group is essential and extremely disappointing that you have to have full financial permissions to be able to view such minor/non-sensitive information.
Elisa Harris
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3 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely, it would be so helpful to have some sort of automatic input or matching, to eliminate people entering one and forgetting to do so for the other.
Elisa Harris
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2 votesElisa Harris
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3 votesElisa Harris
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6 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely critical! Can't believe this isn't a thing yet! Definitely need to be able to bulk delete jobs, especially because you can bulk add them and there is therefore a much higher likelihood something goes wrong or get imported incorrectly.
Elisa Harris
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3 votesElisa Harris
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3 votesElisa Harris
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7 votesElisa Harris
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Yes absolutely, and agree with Paul's comment below as well. It is so frustrating to constantly have to count back 14 from the due date to figure out when the invoice was issued. Would appreciate some more flexibility/columns here!