All Feedback

We made a request to be able to link our 2 companies account and we got an answer on how to merge a client account which is useless for our needs

Olivia was doing some testing and came across this functionality issue with keyboard navigation in the automated message settings page, after navigating to the option, a user cannot use simple keyboard navigation to select customers to include / e...

A/B test uploading the user's logo during onboarding vs shorten onboarding and add a task on the new homepage to upload logo.

From Jona: Can we make the widgets clickable in the event I can't scroll to the bottom for the CTA? Adding to that... can we move the CTA up in the email (above the fold)? This will reduce issues of email providers clipping the email and CTA being...

two of our accounts which have quite different names and account references have merged together. The invoices and activity are from account A but the name of the account is account B, contacts are a mixture of both?

While our customers can download each individual invoice and click our Opayo embedded link, it would be easier to have a link/button to pay the overdue amount when sending out overdue reminders. If it's easier and a straight forward link to pay th...

we are displaying that there are 20 templates, but only have 19 in-app today.

When sending invoices to customers we have to add in an SOV, Stat Dec and WCB Clearance letter. Most customers want this submitted as one PDF. We would like the ability to add these documents to the invoice before sending. Or even to have in the p...

Feedback on behalf of Sage 50 UK (Ali Alamiri) - discussed here: https://teams.microsoft.com/l/message/19:qyxFvEmHoolm5XBFZveNBB3fo5FQ2a9r6dZuafrwnz41@thread.tacv2/1747125574532?tenantId=3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8&groupId=24081f46-5e...

The customers can currently click on an individual transaction and see how it was allocated, but they cant download a full statement showing all items and how they were allocated. They should be able to export everything to excel and see the alloc...