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bug discovered

we are displaying that there are 20 templates, but only have 19 in-app today.
3 months ago in  0 Already exists

Can we add the account reference to the account look up/ filter screens

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
8 months ago in  0 On our roadmap

Custom field automatic deletion

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...
4 months ago in  0

Feature Enhancement: Only show invited user once

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...
6 months ago in  0 Under consideration

Feature Request: See who invited a user

As a user, I would like to be able to see who from the workspace invited a user
6 months ago in  0 Under consideration

Project Columns

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. ...
about 1 year ago in  0 Under consideration

More automated email reminder options

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...
8 months ago in  0 Under consideration

Allow customer segmentation.

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 ...
8 months ago in  0 Under consideration

Related transactions column displayed even when ERP doesnt support allocations.

Sage 200 partner feedback. The view for Customer Invoices & Payments also has a column for Related Transactions which is always blank. View is if this is not populated should be removed. Sage 200 does not have the allocations piece so for Sage...
8 months ago in  0 Under consideration

Payment Type showing as Unknown

Feedback from partner on Sage 200. Transactions / Customer Payments View - column for Payment Type shows as Unknown. Partner believes that this should show as wither Receipt or payment. Their opinion was that the use of the word Unknown was unprof...
8 months ago in  0 Under consideration