All Feedback

the in-textbox text is incorrect in the banking details page

Based on some Fullstory sessions, Olivia is recommending we update the data fields tooltip to read "You must first place your cursor where you want the data field to go, before the list is available." (Please see screenshot).

It would be useful for the transaction view details to be visible without scrolling across OR to be able to remove display category filters. It is often missed by users that an invoice is part paid and the overdue outstanding differs to invoice am...

It can be disruptive to be redirected to KB articles when clicking "learn more" links. Can we find a solution to keep these in Sage Connect (via flyout, modal, etc -- not trying to solution here!).

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...

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...

If transactions have not yet been allocated in the desktop app, the amount overdue can be overstated. For example, the desktop has the following outstanding transactions, Sales invoice £100 Sales receipt £25 In Connect, the Account balance will sh...

Feedback from partner on Sage 200. Transactions / Customer Payments view - no way of filtering the list so cannot reconcile back to the balance. They want to see payments that have an outstanding amount. Would expect to see the payments and invoic...

If a user was invited by multiple members of the workspace, I should only see that user once in the invited list of Settings > Users. In my workspace, myself and one other person invited a new user and the user is showing twice on the list desp...