All Feedback

Testing feedback demo

Test

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...

As a user, I would like to be able to see who from the workspace invited a user

The name 'Credit memo' is not used in the UK. In the UK these items are referred to as 'Credit note' and has been commented on by several partners during early adopter program.

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...

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...

We should be able to set up increasingly 'strict' emails as invoices become more overdue. For on +1 day they receive a nice reminder that they are overdue. +10 days they receive one saying they really need to pay. + 30 days their account will be s...

At the minute we can only select one invoice format, and one set of rules for automation of emails. We have different invoice templates dependant on the type of customer. We also want to send different automated emails. For example a VIP customer ...

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...