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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 2 years ago in  0 On our roadmap

Fit transactions display to one page

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...
about 1 year ago in  1 Under consideration

Max digits exceeded for fields payment fields

In testing for Sage 50 US, there are three fields that are rejected when uploaded to Sage Network. paymentAmount unappliedAmount paymentAppliedAmount Sage 50 US permits up to 14 digits in these fields and the maximum digits permitted in Sa...
about 1 year ago in  0 Coming soon

Wrong answer to request

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
about 1 year ago in  0 Not at this time

two separate customer accounts have merged together

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?
about 1 year ago in  0 Coming soon

Opayo payment link for overdue amount

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...
about 1 year ago in  1 On our roadmap

bug discovered

we are displaying that there are 20 templates, but only have 19 in-app today.
about 1 year ago in  0 Already exists

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...
over 1 year 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...
over 1 year ago in  0 On our roadmap

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
over 1 year ago in  0 On our roadmap