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  1. 5 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you, Annaliese.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    We'll keep an eye on the traction this idea gets in the community.Thanks

    Annaliese Cox shared this idea  · 
  2. 112 votes

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    Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.

    Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.

    Annaliese Cox supported this idea  · 
  3. 486 votes

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    Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:

    Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.

    Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.

    Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…

    Annaliese Cox supported this idea  · 
  4. 673 votes

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    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    Annaliese Cox commented  · 

    This would be an amazing addition for my business. I have admin staff who I don't want to give access to all areas, but would be happy to give them access to hubdoc and our STRIPE feed so they can reconcile client payments only without looking at our other bank accounts

    Annaliese Cox supported this idea  ·