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  1. 1 vote

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    Thanks for the feedback, Jodi. When you say you'd like to add the Due date I'm guessing this would be as a column to the report? One thing that would make this tricky is where you have multiple due dates for a customer with multiple invoices in the period the reports being run - what date would you expect to show here?

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    Jodi Williams commented  · 

    Yes. Good point.

    I guess, I'm after a report that appears and functions just like the "Invoices Awaiting Payment" tab. This screen is a perfect display of all the information I need, in clear,/simple format, and I am able to filter it by any of the columns I choose e.g. Due Date, Reference etc. I have not been able to produce a report like this in either 'Aged Receivables Summary' or 'Aged Receivables Detail' no matter how I add/remove columns. Each of those reports have their limitations on information (columns) that can be added. Or they contain too much detail that makes it difficult to read. If you are able to tell me how to generate a report that looks exactly like the 'Awaiting Payments' tab I'd be very grateful :-D

    Jodi Williams shared this idea  · 
  2. 1 vote

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    Jodi Williams shared this idea  · 
  3. 115 votes

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    Hey folks, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding timesheet reminders ⏰
    We understand that the ability to easily remind employees to fill out timesheets would make things easier and save you time.
    Our product team is currently investigating potential solutions for this but at this early stage there are no specific time frames available. We’ll be sure to let you know if there’s any change, though!

    Jodi Williams supported this idea  · 
  4. 40 votes

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    Jodi Williams supported this idea  · 
  5. 36 votes

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    Hi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.

    Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.

    Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.

    We'll continue to gauge the interest in this idea, and if there is any change we'll share with…

    Jodi Williams supported this idea  · 
  6. 378 votes

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    Jodi Williams commented  · 

    If it's not possible to have our emails appear in our Sent Items in our email programs, could you at least provide us with the ability to set our outgoing emails to 'send me a copy' as a default setting?