Michael K
My feedback
11 results found
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5 votes
An error occurred while saving the comment Michael K
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16 votes
An error occurred while saving the comment Michael K
commented
This request is From 2015 and I still cannot do this in Estimates! How can you add this feature to invoices(only new ones) and not do it for estimates, the coding cannot be that different!
An error occurred while saving the comment Michael K
commented
Its finally here for the original Invoice but not Estimates yet! Lets make this happen!
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2 votes
An error occurred while saving the comment Michael K
commented
Again I edited an item while creating an estimate, and wanted to make it a permanent change. Unfortunately there is no way to do it at the Estimate or Level, so I have to remember what I want to edit, save the invoice, go to items, find the item I want to edit, open it and make changes!
A Much simpler method would bewhile editing an item inside Invoice/Estimate if changes are made have a check box appear to allow "Save in future" like you already have for Customer Notes and Terms & Conditions in Invoice/Estimate edit screen!
Michael K
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Michael K
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8 votesMichael K
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An error occurred while saving the comment Michael K
commented
Allowing attachments would be a big help with Items. Working in the service industry my items tend to be long and detailed, and I usually have attachments that go along with he item.
I would like to be able to attach spec sheets and PDF's directly to an item so i do not have to add attachments at the invoice/Estimate level each time i use that item! Lets make this happen ZOHO!
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464 votesMichael K
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548 votesMichael K
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6 votes
An error occurred while saving the comment Michael K
commented
This would be a great feature, then I dont have to find the estimate to see any notes that are not in the invoice.
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1 vote
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2 votesMichael K
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Michael K
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3 votes
An error occurred while saving the comment Michael K
commented
Thank you for finally adding the "OR" operator!
Michael K
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25 votes
An error occurred while saving the comment Michael K
commented
I think I figured it out...in Banking section, click on the drop down arrow of the bank you want to be primary....choose edit bank...check the "make this primary" box
after doing this, it looks like it has been using my bank as main option instead of Petty Cash
An error occurred while saving the comment Michael K
commented
Still waiting on this to be incorporated. I cannot figure out why they use "petty cash" as the default
Please add this option to estimates as well. For some reason I can only schedule emails on the initial invoice, and there is no options for estimates. Please enable email scheduling for Estimates as well as already sent invoices, I work in the off hours updating estimates and invoices but would like them to be sent during business hours.