Settings and activity
11 results found
-
11 votes
Lana Johnson
supported this idea
·
-
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.
An error occurred while saving the comment Lana Johnson
supported this idea
·
-
47 votesLana Johnson
supported this idea
·
-
78 votesLana Johnson
supported this idea
·
-
63 votesLana Johnson
supported this idea
·
-
180 votesLana Johnson
supported this idea
·
-
61 votesLana Johnson
supported this idea
·
-
162 votesLana Johnson
supported this idea
·
-
17 votesLana Johnson
supported this idea
·
-
134 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
supported this idea
·
-
644 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment Lana Johnson
commented
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
supported this idea
·
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.