Settings and activity
29 results found
-
34 votes
Hi everyone, thanks for your interest in how we could enhance notes in reports for you. Our product team is currently conducting research to identify areas for improvement in the Notes to Financial Statements in Report Templates.
We'd greatly appreciate your input on where they can focus their efforts, and have created a brief survey to gather your feedback. Please share your thoughts. It takes about 5 mins to complete, and your contribution will be invaluable to the teams discovery. We also welcome you to share this with your colleagues who may like to contribute, too!
An error occurred while saving the comment 
Zoe Giles-Jones
supported this idea
·
-
78 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Zoe Giles-Jones
supported this idea
·
-
192 votesZoe Giles-Jones
shared this idea
·
-
279 votesZoe Giles-Jones
supported this idea
·
-
20 votesZoe Giles-Jones
supported this idea
·
-
40 votesZoe Giles-Jones
supported this idea
·
-
19 votesZoe Giles-Jones
shared this idea
·
-
29 votesZoe Giles-Jones
shared this idea
·
-
4 votesZoe Giles-Jones
shared this idea
·
Yes - actually linking notes to the balance sheet and report codes from the balance sheet flowing to the notes, would allow for swing accounts between trade & other receivables and trade and other payables etc. to work in both balance sheet & notes (currently we’re restricted because the swing doesn’t work in the notes as receivable & payable are two separate notes that don’t connect).