7 results found
-
Refresh Integration Data - Site Layout
I often have to use the refresh integration data button. It used to be easily accessible but since the update I have to navigate through several windows before you can hit refresh integration. Please make refresh integration easily accessible again.
3 votes -
Move Payment Methods
It would be nice if the Payment Methods list was in the Cost section instead of in Business Settings. This would make it easier for clients to find and add new cards or manage existing cards more easily.
3 votes -
Lists
Can you please put lists on the side again? Time consuming / many clicks to try and find the payment methods in the new environment.
Also please don't make me sign into another platform / password to create this idea. I have a Dext account and I should be able to do it from there. Thanks
3 votes -
When I switch from old to new the attachments go from 94% to 77%. 77% is too small to read!!!!
Please increase the size of the attachments to the 90% range.
2 votes -
Document count
In the old version a count of documents were given when draggin and dropping a bunch of invoices to Add Document. This doesn't appear to be the case in the new version. This count helps me to ensure all the documents I wanted uploaded were successfully uploaded.
2 votes -
dashboard
set default to view only clients assigned to user. In previous version I just saw my clients but now I have to edit the filter every time I go to the dashboard to only view my clients. I would like to save the default so that I am not seeing my partners clients each time I go to the dashboard.
1 vote -
enhanced version
Please add option to hide the sub-side bar on the left side of the screen. It is taking up valuable real estate on my screen!
1 vote
- Don't see your idea?