Settings and activity
3 results found
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27 votes
Hi team, we understand how being able to search reference from the Account Transactions screen would create more efficiencies for those who've supported here.
Being open, this isn't something we have plans for extending the search for at present.
Right now, the best option would be to make use of the search within the Account Transactions report, where you can select the bank account you'd like to search and then can add a filter for Reference.
If this is something you'd find yourself commonly using you could make sure the Account Transactions report is favourited, and could even save a custom report of the Account Transactions report filtered by the bank account to save you a step.
For now, we'll continue to watch the interest in this idea grow and share if there are any updates planned. Thanks
Cameron Shand
supported this idea
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60 votes
An error occurred while saving the comment Cameron Shand
supported this idea
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76 votes
Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.
Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.
For the time being, a couple of options that may be useful;
- Using only the description field of a line item to add additional details
- For more static messaging you could add the details to the payment advice of a standard template, or
- Add static text with an advanced template editing the template with DOCX
We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.
An error occurred while saving the comment Cameron Shand
commented
After significant price increases in at least Australia due to the new AI features added, it'd be great if the dev team could please add the text box many have been asking for.
Yes, we can use a line item, but sometimes bunching information into the description field doesn't fit well and it doesn't look great having a $0 product to add a note that's unique to the invoice.Cameron Shand
supported this idea
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This is still valid in 2026.
Now paying more after recent price increases to cover cost of new "JAX" AI features.
Having this feature locked behind tiers which are primarily related to scale of business, when it has literally nothing to do with it, feels very disheartening as a sole trader.