Settings and activity
10 results found
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357 votes
We are exploring the best way to handle more advanced user restrictions
Roxanne Simmons
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133 votes
An error occurred while saving the comment Roxanne Simmons
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5 votesRoxanne Simmons
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162 votes
Thanks for giving feedback on new features, we are currently reviewing this item and opening to release something later this year.
Please stay tuned for updates.
Simon
An error occurred while saving the comment Roxanne Simmons
commented
Would like to be able to have Folders for all Suppliers in the Archived section so it is easier to search for documents when needed.
Roxanne Simmons
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80 votes
We are reviewing how to make this better, thanks for the feedback
An error occurred while saving the comment Roxanne Simmons
commented
I agree this feature needs to be added. We as accountants/bookkeepers can see these messages via the web so why can't our clients?
Also when we send the messages if the clients do not see the notification right away on their phone it disappears and the clients can never find it again.Roxanne Simmons
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21 votesRoxanne Simmons
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70 votesRoxanne Simmons
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51 votesRoxanne Simmons
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250 votesRoxanne Simmons
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92 votes
Thanks for the feedback we are exploring
Roxanne Simmons
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The ability to make certain fields required when clients are uploading documents.
For example- When our construction clients are uploading Fuel or other vehicle receipts we would like them to select which class (vehicle) the expense is for.
Another huge help for these clients would be selecting the customer or project.
If we could also set it up so that they are only allowed to select from a select few would be great too
This would save so much time from us going back to the client all the time asking for the customer and or which vehicle the expense was for!