Settings and activity

73 results found

1. Ça serait très pratique de pouvoir modifier ( corriger )un devis rejeté par un client .

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   0 comments  ·  Prepare (Français) » Entreprise  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

2. Faciliter le transfert de dossier entre cabinet

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   2 comments  ·  Prepare (Français) » Flux de travail  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

3. Fenêtre plus grande pour la comparaison des doublons

   11 votes

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   0 comments  ·  Prepare (Français) » Design  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

4. Saisie Vente TVA déductible 445660

   8 votes

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   0 comments  ·  Prepare (Français) » Ventilation  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

5. Choisir plusieurs moyens de paiements sur une facture

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   1 comment  ·  Prepare (Français) » Flux de travail  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

6. Possibilité d'enregistrer des filtres pour les conserver après un rafraichissement de l'onglet dans le navigateurPossibilité d'enregistrer d

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   6 votes

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   1 comment  ·  Prepare (Français) » Banque  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

7. rapprochement bancaire

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   62 votes

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   Under Review  ·  10 comments  ·  Prepare (Français) » Banque  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

8. Suggestion : Reconnexion bancaire sans perte de règles

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   33 votes

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   1 comment  ·  Prepare (Français) » Banque  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

9. Connecteur Achats

   35 votes

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   0 comments  ·  Prepare (Français) » Autre  ·  Delete…  ·  Admin →
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   Michel AMORETTI supported this idea  ·  Jan 23, 2026

10. Pouvoir transférer des factures entre dossiers clients

    207 votes

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    8 comments  ·  Prepare (Français) » Autre  ·  Delete…  ·  Admin →
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    Michel AMORETTI supported this idea  ·  Jan 23, 2026

11. Rôles et restriction des accès collaborateurs

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    19 votes

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    9 comments  ·  Prepare (Français)  ·  Delete…  ·  Admin →
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    Michel AMORETTI commented  ·  Jan 23, 2026  ·  Delete…

    Bonjour,

    A ce jour, seul l'admin peux changer le responsable du dossier.
    N'ayant pas le temps, ni l'envie, il ne modifie rien.
    Du coup, mon portefeuille n'est pas correct, ni à jour.

    Pouvez-vous permettre aux collaborateur de changer le responsable du dossier ?
    (c'est déjà le cas sur Pennylane et Time)

    Merciii

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    Michel AMORETTI commented  ·  Jul 30, 2025  ·  Delete…

    Peux-t-on rajouter une option afin d'interdire la publication vers le logiciel intégré, quelle que soit le rôle de l'utilisateur ?

    Ce jour ce pose le problème suivants sur mes dossiers :
    - J'ai besoin de conserver des chefs d'équipe qui valider les factures et NDF des salariés (utilisateurs standard)
    - j'ai besoin de conserver des utilisateurs admin (propriétaire du compte ou pas), qui valide toutes les factures de salariés et chef d'équipe
    - mais pour ces 2 catégories, je souhaite leur interdire de publier (trop d'erreurs, car ils ne sont pas comptables).

    Voici la raison de ma demande.

    Enfin, peut-on sortir une liste de tous les utilisateurs de chacun de nos dossiers, avec leur rôle et accès ? Car repasser sur chaque dossiers est très long...

    Merci

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    Michel AMORETTI supported this idea  ·  Jul 30, 2025

12. ged

    6 votes

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    2 comments  ·  Prepare (Français) » Notifications  ·  Delete…  ·  Admin →
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    Michel AMORETTI commented  ·  Jan 20, 2026  ·  Delete…

    Dans l'espace document, pouvez-vous :
    - Rajouter la vue complète de l'arborescence lorsqu'on navigue dedans ? (à l'instar de l'explorateur de fichier). C'est plus rapide et pratique.
    - Ajouter une "boite de réception/à traiter" pour les documents déposer récemment et non vu/traité/rangé par les collab ?

    Merci

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    Michel AMORETTI supported this idea  ·  Jan 20, 2026

13. Dupliquer le catalogue produits/services d'un dossier client à un autre

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    4 votes

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    1 comment  ·  Prepare (Français)  ·  Delete…  ·  Admin →
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    Michel AMORETTI commented  ·  Jan 19, 2026  ·  Delete…

    Bonjour,

    Je souhaitez dupliquer des articles, mais la fonction n'existe pas.
    Pourriez-vous la rajouter ?

    Je l'utilise dans les SCI/LMNP pour dupliquer des loyers ou provisions de charges, chaque année en modifiant le libellé par défaut et le montant.

    Merci

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    Michel AMORETTI supported this idea  ·  Jan 19, 2026

14. Facture d'acompte

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    247 votes

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    Under Review  ·  42 comments  ·  Prepare (Français) » Autre  ·  Delete…  ·  Admin →
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    Michel AMORETTI supported this idea  ·  Sep 8, 2025

15. Format fichier justificatif

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    0 comments  ·  Prepare (Français) » Publication  ·  Delete…  ·  Admin →
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    Michel AMORETTI supported this idea  ·  Jan 19, 2026

16. Modification de rib bancaire sur facture de vente

    7 votes

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    3 comments  ·  Prepare (Français) » Autre  ·  Delete…  ·  Admin →
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    Michel AMORETTI supported this idea  ·  Jan 19, 2026

17. Factures de vente - Montant HT

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    0 comments  ·  Prepare (Français) » Autre  ·  Delete…  ·  Admin →
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    Michel AMORETTI supported this idea  ·  Jan 19, 2026

18. Envoi programmé des factures de ventes

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    3 comments  ·  Prepare (Français) » Autre  ·  Delete…  ·  Admin →
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    Michel AMORETTI supported this idea  ·  Jan 19, 2026

19. TVA auto - par rapport aux comptes de charges/produits

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    Under Review  ·  9 comments  ·  Prepare (Français) » Règles d’affectation  ·  Delete…  ·  Admin →
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    Michel AMORETTI supported this idea  ·  Jan 16, 2026

20. documents

    3 votes

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