Settings and activity
3 results found
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7 votes
Great to get your feedback here and understand while automating the reconciliation is useful, there are still other processes that you'd usually run that you need visibility of this for (like sending receipts).
Right now, we're getting a gauge of the wider interest for this here and I'll be sure to share if there are any updates.
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Andrew Deptford
shared this idea
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38 votes
Appreciate hearing back about our auto bank reconciliation feature here. We're watching the interest in this closely and I'll be sure to share any updates with you all on this.
Andrew Deptford
supported this idea
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
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Andrew Deptford
commented
Totally agree with this. I would like to be able to see two bank accounts and Debtor and Creditors WITHOUT the need to scroll.
If my customer Mr Smith pays me £1000, Auto reconcile will recognise it and reconcile it against the Invoice I sent to Mr Smith.
IF I'm receiving 5, 10 or 100 payments per day, I may miss the fact that Mr Smith has paid me.
I like to send a thank you/receipt (I'm old fashioned) and then use the receipt to close Mr Smiths's open file.
I can't do that if it is auto-reconciled among a bunch of others.
I could 'miss' it.