120 results found
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Scroll bar
Please put top and bottom arrows on the right scroll bar, it will make it easier to scroll when searching for an item. The current way is not easy to use and screen always goes back to top.
1 vote -
Add "Managed By" column to main Client View window options
Add "Managed by" column on Client View screen
2 votes -
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.
10 votes -
Apply discount codes at any time
Have the option to apply discount codes at anytime that will apply to the next billing period even with an active subscription.
1 vote -
Turn projects on/off or archive
Hello, I was speaking with Chat Support and they suggested I message here. I would really like to see the ability to toggle on and off with specific projects, similar to how we can turn accounts on and off. Or even to "archieve" projects. Our projects list is very long and it's confusing for our crews seeing projects that were completed years ago. Especially if a project has a similar name. It's leaving lots of room for error. Hopefully something can be implemented. Thanks!
1 vote -
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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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 -
Save the highlighted texts on item's PDFs/Images
Have the option to save highlighter text on the item's image
2 votes -
Cancel Paperwork requests
Have the option to cancel Paperwork Requests sent to the clients
1 vote -
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 -
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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6 votes
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Note notification : add a little circle next to the note header when there is a note in the item so we know there is a note.
Add notification when there is a note
1 vote
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