Settings and activity
19 results found
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21 votes
Jared Byrne
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196 votesJared Byrne
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88 votesJared Byrne
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28 votesJared Byrne
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68 votesJared Byrne
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39 votesJared Byrne
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14 votes
An error occurred while saving the comment Jared Byrne
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46 votes
An error occurred while saving the comment Jared Byrne
commented
This is super important and one of the most annoying features that isn’t in XPM.
Just say the client goes on holiday for two weeks and you need to get back in touch with them at x date, to be able to have a note viewable on the job page is very helpful. Yes you can update the job status and start date but it’s more clunky and too general.
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52 votesJared Byrne
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98 votesJared Byrne
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323 votesJared Byrne
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748 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Jared Byrne
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713 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Jared Byrne
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75 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
Jared Byrne
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An error occurred while saving the comment Jared Byrne
commented
AGREE WITH ALL COMMENTS REGARDING NEW INVOICING'S INFERIOR RECEIPT SENDING ABILITY.
THIS IS ALL CAPS BECAUSE IT IS A JOKE THAT FUNCTIONALITY IS GOING BACKWARDS.IT'S NOT EVEN ABOUT AUTOMATICALLY SENDING THE RECEIPT, IT JUST SHOULDN'T BE LIKE 5 OR MORE EXTRA CLICKS TO HAVE TO GO BACK INTO THE INVOICE AND PAYMENT TO SEND THE RECEIPT.
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42 votes
Hi everyone, as Charlotte has mentioned below, this is not a feature we are currently planning to introduce due to other commitments. However, we will continue to monitor this ticket.
In the meantime, as a workaround, the adjustment can be manually entered in both the self employment and partnership schedule.
Jared Byrne
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263 votes
Heya everyone, thanks for your input to Product Ideas and letting us know the value of the CGT worksheet for you.
We're going to move this idea to Under Review as this is something the team have planned over the next 12 months. There are a few other pieces of work lined up before this, so we'll share news when this progresses. Thanks
Jared Byrne
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151 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Jared Byrne
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214 votesJared Byrne
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39 votesJared Byrne
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Pretty stupid that we always have to go fix this up tbh