Settings and activity
6 results found
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1 vote
Thanks for raising this, Andrea — and for clearly outlining how the current placement of the “Email to Client” button is affecting your workflow.
It sounds like those extra clicks at the final step of a return can really slow things down.
I’ve moved this idea to Gaining Support so we can gauge wider interest. If this would make a difference for you too, please add your vote or share how you’d like to see it improved — it all helps build the case.
Andrea Gosney
shared this idea
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81 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Andrea Gosney
supported this idea
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76 votesAndrea Gosney
supported this idea
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237 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
Andrea Gosney
supported this idea
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1,443 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Andrea Gosney
supported this idea
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46 votes
Thanks for sharing this idea and for explaining the practical ways this could help in your reports.
We can see why this would appeal to firms preparing financial reports.
We’ve updated this idea so it can gather wider visibility and input from the community. From here, other customers will be able to add their support, vote on the idea, and share more detail about how they’d use this in their own workflows. We’ll also continue to post any future updates on the idea here so you can follow along with any progress🙂.
Andrea Gosney
supported this idea
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