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  1. 147 votes

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    Pinion PAS Team supported this idea  · 
  2. 99 votes

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    Pinion PAS Team supported this idea  · 
  3. 42 votes

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    Thanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.


    Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.



    Pinion PAS Team supported this idea  · 
  4. 55 votes

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    Pinion PAS Team supported this idea  · 
  5. 23 votes

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    Pinion PAS Team commented  · 

    I don't know if this answers your issue or not, but I've found that from HQ I can search for the client, click the client name, then click staff FROM THE WHITE section to the right of the client name (not the staff in the dark blue area at the very top), it does bring up all staff assigned to that client. From there, you can either add, edit, or remove in bulk. I hope that helps!

    Pinion PAS Team supported this idea  · 
  6. 22 votes

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    Pinion PAS Team supported this idea  ·