Add 'invoice emailed automatically' as a column in Recurring Transactions
Need an easy reference if you can't remember if you have set that invoice up to automatically email. You don't have to open the recurring template to see.
Show Bill Entry PDF side by side with the bill as it is being entered
A person has to manually read a bill, then enter all the correct details into the corresponding fields... it would be nice to have the pdf side-by-side with the bill entry so you can copy/paste invoice numbers and descriptions across rather than r...
Support additional timestamp format for bank statement imports
Currently R1 only supports timestamps in the yyyy/mm/dd format. Some of my statements (Airwallex) use a more precise timestamp using the format 2021-10-09T20:08:32+1100 (... as an example). Currently I'm converting statements using macros in a tex...
Have a ctrl "F" function (find) to be able to search for an amount in all transactions. eg One could type in 55.22 and matching entries would show up for us to click on and find parent transaction.
Add a, 'Make a Copy' button to the transaction edit header options.
It would be helpful to have the option to duplicate/copy the a 'Receive money' transaction as a once-off template for a new transaction. I recognise that for Invoices there is a workaround by using a Reccuring Invoice Template, and selecting 'copy...
If refreshing the screen for bank transactions, refresh back to the same account, not the first one on the list.
When a client has several bank and credit card accounts, it's frustrating that a refresh always takes you back to the first listed account, not the one you are working on.
allow hours to be entered for period corresponding to pay schedule
In pay template, I have to enter weekly hours. There is no option to enter fortnightly hours. We pay fortnightly. I get fortnightly hours and have to halve them to enter weekly figure then edit them in pay run