116 results found
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Edit the layout of the columns in the Workspaces.
Is it possible to move around the columns in the workspace and make them smaller/bigger.
9 votes -
History of all items in the account in one summary
Have the option to get a summary of all item history within the account into one report that is downloadable.
3 votesHi,
Thank you for your feedback
I thought I would highlight we have the submission history page. In the left hand menu, if you navigate to My profile, and you will see submission history in the expanded menu.
We are looking at improving this, and adding functionality so will leave this ticket under review. Please do provide any further feedback in the meantime.
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Show the exact date an item was submitted in the item history of recent items
Show the exact date an item was submitted in the item history of recent items instead of "last Monday"
2 votes -
Track the usage of self-paying
Have the option to track the client usage of self-paying clients under the Practise Dashboard.
1 vote -
1 vote
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1 vote
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Create Line Items directly from the Inbox
Create Line Items without the need to open each item individually - instead be able to add line items directly from the Inbox page.
1 vote -
Cancel Paperwork requests
Have the option to cancel Paperwork Requests sent to the clients
1 vote -
See Monthly Usage in the Client Account
The ability for an end client to see their own Monthly Usage from their account, including Item Extractions and Bank Statement Extractions (Sheets).
When their account is under an Accountant's subscription.3 votes -
1 vote
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1 vote
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Show the selected tax rates for Line items on the item's details page
Show the selected tax rates for Line items on the item's details page, instead of clicking on Edit Line Items to see them
2 votes -
1 vote
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Notes on PDF in items Details page
As some browsers suggest that notes can be left on the items Details page, (its PDF) we would like to be able to save those notes so they can remain on the item.
2 votes -
Simple calculation in the active cell like we can in Quickbooks
Adding the ability to make a calculation directly in the cell like in QuickBooks, would save me hours of time. I think it would be a big step in helping accountants like me be more efficient.
1 vote -
1 vote
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1 vote
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Save the highlighted texts on item's PDFs/Images
Have the option to save highlighter text on the item's image
1 vote -
6 votes
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fields
Add field PO# to sales invoices/receipts/credit memos
1 vote
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