Settings and activity
8 results found
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95 votes
An error occurred while saving the comment 
Linda Smilley
supported this idea
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226 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Linda Smilley
supported this idea
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3 votesLinda Smilley
shared this idea
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5 votes
To double check I understand the flow you're using here, Bruce - Would this be when using 'Copy to' to copy multiple invoices to a single new invoice?
Linda Smilley
supported this idea
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An error occurred while saving the comment Linda Smilley
commented
Same for copying any transaction. More often than not I need the same reference.
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22 votesLinda Smilley
supported this idea
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3 votes
An error occurred while saving the comment Linda Smilley
commented
Same for the spend money, receive money, invoice and bill references.
I'd like to see the reference on a separate line then too.
Also, for the reference to appear correctly in reports after it is updated.
Currently, one must amend the contact or description for the reference to be updated.
Linda Smilley
supported this idea
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6 votesLinda Smilley
supported this idea
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210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
An error occurred while saving the comment Linda Smilley
commented
AND then be able to code the unreconciled bank feed direct out of the search :-)
Linda Smilley
supported this idea
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Ability to customise all Payroll reports and 'save as' a custom report like you can on other reports