Settings and activity
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59 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
Sally Nichols
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179 votes
Sally Nichols
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6 votes
Sally Nichols
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7 votes
Sally Nichols
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23 votes
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Sally Nichols
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It would be helpful if you could pick which reports to give a standard user access to.
We have an external user who needs to see which bank transactions are unreconciled. The organisation has multiple bank accounts (50+) so the uncoded statement lines report is ideal but they only have access to this with advisor access, this gives them access to other facilities (lock dates) that we dont want them to use. This is causing us problems.