Settings and activity
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51 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
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Lana Johnson
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47 votesLana Johnson
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76 votesLana Johnson
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63 votesLana Johnson
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178 votesLana Johnson
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61 votesLana Johnson
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162 votesLana Johnson
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17 votesLana Johnson
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131 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Lana Johnson
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640 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
An error occurred while saving the comment Lana Johnson
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I won't be moving my practice over until client statements can be automated, not only for monthly statements but to automate monthly invoices such as subscriptions.
Lana Johnson
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I would like to be able to edit the sales tax amounts. Sometimes there is no tax on some items and tax on others so the simplified tax calculation creates an inaccurate tax amount.