Settings and activity
6 results found
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61 votes
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Rachel Liddell
supported this idea
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4 votes
An error occurred while saving the comment Rachel Liddell
commented
Bank reconciliation - ability to add a the name of the debtor or creditor to the bank transactions screen when a payment or receipt is for multiple items. Otherwise you just see the words Payment: multiple items
Rachel Liddell
supported this idea
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26 votes
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51 votes
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100 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
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32 votesRachel Liddell
shared this idea
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We have just integrated with some other software and it's importing the contacts not the clients. We have used Xero for years so we have multiple contacts, which is now causing quite the headache.