Settings and activity
2 results found
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646 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
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Terence Peters
supported this idea
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177 votes
An error occurred while saving the comment Terence Peters
commented
sometimes I have overdue invoices, then I put a client on hold until paid. I shouldn't have to recheck when the invoices are paid, just set an email notificaiton to myself when it gets paid to reinstate that customer.
also, sometimes I make customers pay upfront, so I give them this invoice, but if I could notify myself by email once paid, I could get that job organized. Otherwise it would just get paid by my accounts team and not notify the service team.
Terence Peters
supported this idea
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It is insane this isn't already available. I have staff who I want to process client payments so they need to be able to see the client facing incoming EFT account , however, I don't want them seeing expenses / outgoing wages / retained earnings.