Settings and activity
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2 votes
Hi Sharon, thanks for sharing this suggestion! We understand that seeing payments received from customers, rather than individual invoices, would make it much easier to track cash flow and acknowledge payments at a glance
At the moment, you can use the Bank Reconciliation summary or check invoice History and Notes, but a dedicated homepage widget with aggregated payment values would be more convenient. We’ve moved this idea to Gaining Support so we can track interest and share with our product teams.
Sharon Rattray
shared this idea
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