Settings and activity
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9 votes
Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.
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2 votes
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Jonnie Kerry
commented
Advisers need a more advanced way to search for changes in the History & Notes section. Adding an “edited date range” filter and the ability to search within specific areas like Bank, Bills, and Invoices would make tracking issues easier. For example, a bank account that was fully reconciled in November 2025 later showed a discrepancy, even though all checks were completed. The difference remained consistent across months, but the exact change could not be identified. A report such as a cashbook changes summary or edit history within a selected period would help users quickly trace and resolve such discrepancies more efficiently. Like https://calcolostipendionettoo.it/
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