Settings and activity
5 results found
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682 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
Jess Mungoven
supported this idea
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382 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 'Customise' 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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413 votes
Hi everyone, we thoroughly appreciate the feedback we've been receiving about the sizing of widgets and desire for more flexibility with these.
Our product teams are currently working on updates to allow resizing of more of the widgets on the Homepage.
There are considerations that weigh into what's possible' like what information sits within each widget.
The resizing will work in the same way as what has been provided with the Cash in and out, and Chart of accounts watch list widget.
I'll be sure to keep you updated here as new widget sizes are rolled out. Thanks
Jess Mungoven
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
533 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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148 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!