Settings and activity
9 results found
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707 votes
Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.
Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:
- More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
- More customisation of information within a widget like being able to remove visuals
- Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page
We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.
An error occurred while saving the comment An error occurred while saving the comment 
Feviline Stewart
commented
I strongly prefer the current version of the homepage and would appreciate the option to remain on it.
The existing layout works well for our workflow — it’s clear, efficient, and allows us to access key information quickly. Changes to navigation and layout can have a significant impact on day-to-day efficiency, so having the flexibility to stay with the current version would be highly valuable for our team.
Feviline Stewart
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 Feviline Stewart
commented
Please consider adding a field in the invices that we can note special instructions (like cutomised payment link, payment required prior to dispatch) to customers in each invoices. At the moment we a line item to add these notes.
Feviline Stewart
supported this idea
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231 votesFeviline Stewart
supported this idea
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467 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
Feviline Stewart
supported this idea
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109 votes
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
Feviline Stewart
supported this idea
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14 votesFeviline Stewart
supported this idea
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195 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
An error occurred while saving the comment Feviline Stewart
commented
Invoice - Ability to add a second reference field.
Add a second Reference field for customer's purchase order numberPurpose: When sending invoices to customer most of them use accounting systems that automatically searches for their purchase number. It would be easier to have a dedicated field for the customer's purchaser order number (your reference) separate from our own reference number (Sales Order Number)
Feviline Stewart
supported this idea
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23 votesFeviline Stewart
supported this idea
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52 votesFeviline Stewart
supported this idea
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Please keep the existing homepage layout.