All Feedback

For the same customer, each invoice can be sent to different contacts/e-mails. The contact (set on the invoice in the Sage Desktop product) must automatically be used when sending messages in Sage Connect.

If I'm trying to add a user who is already part of my workspace, I want to be warned that they're already in the workspace rather than allow me to send them an invite again.

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.

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...

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...