Settings and activity
395 results found
-
31 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
CHRISTOPHER TENG
supported this idea
·
-
50 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
CHRISTOPHER TENG
supported this idea
·
-
18 votesCHRISTOPHER TENG
supported this idea
·
-
7 votesCHRISTOPHER TENG
supported this idea
·
-
14 votesCHRISTOPHER TENG
supported this idea
·
-
25 votes
Rounding back on the idea here it sounds like using non tracked inventory could be a solution.
In Products and services you can add items and enter a Purchase price and a Sales price for the same item.
This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.
Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items.
Keen to hear your feedback for these options.
CHRISTOPHER TENG
supported this idea
·
-
26 votesCHRISTOPHER TENG
supported this idea
·
-
28 votes
Hi all, upon revisiting here we'll re-open this idea.
As you may have found - While possible to add a new line and drag & drop this to where you'd like it to sit in a quote. Once saved, blank lines that have no data in any field will disappear and lines with detail will condense.
Apologies for the earlier misunderstanding and we appreciate those who've feedback on the idea here too.
There aren't any direct plans for changing this behaviour for now. We have a keen eye on the interest here so please add your support through votes and importance.
For the time being, if you'd like to add a blank line in your quote you'll need to enter a character in the description field of the line - This could just be a hyphen or full stop
CHRISTOPHER TENG
supported this idea
·
-
16 votes
Hi community, while we appreciate your idea here we want to be open that we don't have plans for implementing this change any time in the near term.
If you'd like to enter a quote with rates and no quantity an option could be to specify the detail of the calculation for jobs in the 'Summary' field.
You could set up a separate branding theme to be used specifically for your quotes to alter which fields are shown, and when entering the amounts you'd use the Price field to signal the rate and leave the Qty. field as '0'. This means you'll still have a price set per line of your quote but the total amount of the Quote would be '0' and determined at the completion of the job when you copy the quote to an invoice and enter the Qty.
CHRISTOPHER TENG
supported this idea
·
-
13 votesCHRISTOPHER TENG
supported this idea
·
-
8 votesCHRISTOPHER TENG
supported this idea
·
-
10 votesCHRISTOPHER TENG
supported this idea
·
-
41 votesCHRISTOPHER TENG
supported this idea
·
-
11 votesCHRISTOPHER TENG
supported this idea
·
-
5 votes
We appreciate you sharing your idea, and letting us know how searching for quotes by item or account would be helpful, Vange.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the traction this idea receives in the community, here. Thanks
CHRISTOPHER TENG
supported this idea
·
-
5 votesCHRISTOPHER TENG
supported this idea
·
-
5 votesCHRISTOPHER TENG
supported this idea
·
-
7 votesCHRISTOPHER TENG
supported this idea
·
-
12 votesCHRISTOPHER TENG
supported this idea
·
-
26 votes
Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
CHRISTOPHER TENG
supported this idea
·
