140 results found
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1 vote
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1 vote
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Invoice payment
It would be great to add a button (Funds Received) to the sales section. When uploading invoices, it would be good to select whether the customer paid or not. same like in the cost section. Thank you
1 vote -
1 vote
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1 vote
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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 -
1 vote
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Add "Managed By" column to main Client View window options
Add "Managed by" column on Client View screen
2 votes -
delete image if needed
Have the option to delete images, if for example you have scanned the image in twice or two separate images, to be able to remove the unnecessary one, as the split options keeps both images.
1 vote -
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 -
ability to enlarge document viewing pane.
the ability to customize screensize beyond current parameters. Would like to have data entry area smaller so that the document is more easily visible without so many additional clicks to enlarge or make full screen. It all takes of my time.
1 vote -
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
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