when an additional user logs on they are greeted with the company turnover what's been Invoiced and what's owed this should not be happening its private company Information and not available to every one.
To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...
Alphabetical order when you do a bank reconciliation
I have payments that I receive on the first of the month and I feel it would make reconciliation easier if you could sort the items by Amount, Type, Payee or Comment.
desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
When entering products and purchase codes it would be helpful to have an option to set the price, the VAT and the supplier discount - currently I have to get the calculator out and work out some prices due to the multi-point decimal price due to s...
Issue: Search box does not look up all data equally - after a recent support query #300676 I was advised that "The search bar in the top left only searches for invoice numbers or customer references" - This is not true.
Example: I type in "FISH...
LIST OF QUOTES ISSUED TO BE DOWNLOADABLE INTO EXCEL
It would be useful to be able to download the list of quotes issued into n excel spreadsheet so that staff without excel access are able to follow them up. Preferably to include customer name,address, contact phone/email which are not shown on pre...