It would be useful to have the ability to 'BOLD' text within descriptions, not necessarily the whole description, just certain words, same as able to highlight & format text in every other program that has editing
Make Customer Type tick list so they can be multiple "types"
My customers are not one "type" and can fall into multiple "types"
I want to tick what they are rather than have to endlessly create multiple "X&Y" categories to get the right combination.
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...
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...
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.
Get portal to work with password managers like LastPass
I reset my password - but the way it works, lastpass doesn't automatically add it in.
Which is surprising because lastpass has smarts and guesses 99.999999 every other password reset I've done.