Settings and activity
5 results found
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16 votes
Thanks for giving your feedback about the new homepage, here.
Appreciate our customers have different needs in the information they view.
Our team are regularly reviewing the feedback we're receiving from our community on this, and we will let you know if there are any plans made around providing a cash basis view.
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Skilltec Training
supported this idea
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37 votes
It's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.
Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.
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commented
I agree this would be very helpful indeed.
Skilltec Training
supported this idea
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82 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
An error occurred while saving the comment Skilltec Training
commented
Definitely this!! Also, you can put customers and suppliers into Groups, but you can't see what group they are in from the invoicing screen. I mention this because this it would potentially work with the checkbox that Ashley has mentioned?
Skilltec Training
supported this idea
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135 votes
Thanks for your idea, Michelle. Great to hear how a checklist could improve your experience when working in client orgs. We'll start gaining interest from your idea her7e and I'll share if there are any plans made.
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commented
This would be fantastic! Especially if you can assign tasks to other users too as someone else has suggested.
Skilltec Training
supported this idea
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126 votes
Thanks for reviewing and letting us know how we could keep improving the new homepage experience.
For the time being we're paying attention to the pulse of this idea, here.
We will let you know if there are any updates.
An error occurred while saving the comment Skilltec Training
commented
It's great to have the New Invoice/Bill and View All buttons on the homepage but the layout is very busy. It definitely would be good to be able to customise what you see and/or be able to adjust the layout to suit.
Skilltec Training
supported this idea
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Totally agree with this. Would be really useful.