All Feedback

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.

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP

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...

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

When customers see the invoice they get date, amount, invoice number, but no other identifying information. Industry standard is to also show Project / Site Location. Solution would be to allow custom columns / fields to be shown to the customer. ...