Settings and activity
12 results found
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25 votes
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Karen Wright
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1 vote
Hi Karen, we wanted to share a quick update regarding the idea to adjust the default row height on exported Excel reports.
This idea is now classified as Gaining Support, and we’re continuing to monitor it as part of our ongoing efforts to improve reporting features.
To the community, if this improvement would benefit your workflow, please feel free to vote and share your thoughts.
Thank you for contributing your ideas!
Karen Wright
shared this idea
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18 votes
Hi everyone, unfortunately while we started work that would impact this feature, this has had to be put on the back burner for now with a few other pieces of work taking priority. We'll shift back to submitted for now and be sure to update you of any movement surrounding the idea, here.
Karen Wright
supported this idea
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4 votes
Thanks for your idea and sharing in the forums here, Rachel.
Consideration would need to be given to how this behaves before and after a report date or date range is set, incase running for an older period that would include transaction lines that were categorised to an archived tracking option.
Being upfront, this isn't something we have any plans around for the time being, but we'll source interest from the community in this here, and share if there are any updates.
Karen Wright
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125 votesKaren Wright
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48 votesKaren Wright
supported this idea
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3 votes
Hi Karen, thanks for submitting this idea. Showing percentages in the Profit & Loss report when using Tracking Categories would make it easier to see how different projects, departments, or locations are performing at a glance.
This feature would give you clearer insights and save time by reducing the need to export data and crunch numbers in spreadsheets.
This idea is now in the Gaining Support stage. If this would help your reporting, please add your vote or share your thoughts, it really helps the product team understand the impact.
We’ll keep this thread updated with any news.
Karen Wright
shared this idea
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70 votesKaren Wright
supported this idea
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93 votes
An error occurred while saving the comment Karen Wright
commented
I would also like to add a Google Review link to my emails and/or invoice templates
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185 votesKaren Wright
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222 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Karen Wright
supported this idea
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73 votes
An error occurred while saving the comment Karen Wright
commented
Absolutely critical for the way we do business to be able to add the tracking category field to a standard invoice.
Karen Wright
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Stunned that this isn't there by default. I'm a new user and don't have too many journals at present but already I'm frustrated that I have to open each journal up to see if I've got the right one!
The journal reference is there, so I should be able to search on it!