Settings and activity
5 results found
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3 votes
Thanks for sharing your feedback on Smart Document Capture in Files.
We understand that, while Smart Document Capture can be useful, your main requirement is to be able to rename a file while viewing it. We appreciate how removing this option has made your workflow more difficult, especially when most of your documents are classified as “Other”.
We’ve reviewed your idea and moved it to Gaining Support so other customers can vote and share more detail about how this affects their workflow.
Jess Mungoven
shared this idea
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794 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Jess Mungoven
supported this idea
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405 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Edit homepage' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Jess Mungoven
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
561 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
An error occurred while saving the comment Jess Mungoven
supported this idea
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166 votes
An error occurred while saving the comment Jess Mungoven
commented
There is only a reference field on bills, which we need to use for the suppliers invoice number, where are we supposed to put our order number so we can easily search for bills at a later date. You can put your order number in the reference field alongside the bill number, but if someone spells something slightly wrong and then it's duplicated the system won't pick it up. Can't see how hard it is to add another field.
Jess Mungoven
supported this idea
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I just want to be able to send a customer a receipt from the reconciliation page, a lot of our domestic customers want a receipt and I just want it to be easier!