The search functionality is excellent. However, it would be nice to narrow it down sometimes with filter options around dates, invoice amount, and other parameters.
Have ability to file quotes so they disappear from list regardless of status
My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...
Allow customers to be sorted by date added and not only alphabetically
I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
Is it possible that when logging on that the software could interrogate whether there are any unprinted P60’s on an account, and if so to flag this up with a pop-up screen on entry?
Early in the new year, I have forgotten to do this and needed reminding by an employee
Allow the "Sales" role in multi-user setup to add Projects
I don't know why you felt it necessary to close this role off to Sales people, but it's the one additional feature that would make the new multi-user functionality fully fit for purpose at our company.
I cannot see what the risk/problem is with th...
When setting up a pro-forma invoice it would be helpful to be able to include the 'payment online' button in the settings. We use it in the standard invoices, but how do I add it to a pro-forma please?
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Will not implement
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Acknowledged
