RAH Bank feeds - be able to export transactions to Excel
RAH Bank feeds - be able to export transactions to Excel to be able to send to clients to fill in expense types etc Or be able to copy and paste into Excel into separate columns
We live in a digital world and if we need to send a customer a letter from a template created, it would be easier to email rather than print and post, which is also a large cost.
Email notification that invoices and estimates have been received
Sometimes our invoices or estimates are not received by the customer - this could be due to outlook problems or maybe the email address is wrong. Would be good to receive a 'read' or 'not able to deliver' notification via email.
Open the search/find function with that last search for that user
I don't know how many times I have closed a search only to realise I needed more data and have to start over again from scratch, (but if I were to estimate I would hazard that it is at least 3 times a day (for the last 20 years)) This is an option...
In the Search field, we currently default to ‘All Fields’, feedback is that users usually search a specific field and need to update this option each search.
Can we get this to retain the users selection, ie if they search in ‘Item Name/Number’...