Settings and activity
6 results found
-
9 votes
Pamela Phillips
supported this idea
·
An error occurred while saving the comment -
261 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
Pamela Phillips
supported this idea
·
-
158 votesPamela Phillips
supported this idea
·
-
245 votes
Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.
We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.
While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.
We’ll provide another update as the direction for this feature becomes clearer.
Pamela Phillips
supported this idea
·
-
409 votes
Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
Pamela Phillips
supported this idea
·
-
42 votes
An error occurred while saving the comment Pamela Phillips
commented
March invoicing sent to 1/3 of our clients just because the repeating invoices were set up by someone who left the company at the end of February.
Not good at all! And ther is no warning at all that this will happen when the user is deleted so this could easily have been missed for alot longer than it was
Pamela Phillips
supported this idea
·
Would be good to have this function