Re-order the display of the filters in Reports and Charts
When viewing out of box content the filters arent in a very logical order. Also, when I create an Explore, I create the filters in a certain order but then Insights reorders them (eg Date filters at the top followed by other filters)
There aren't many out of the box Banking visualisations (and isnt even a Banking Dashboard). It would be good if the out of the box Banking content could be increased
Open Purchase Order report that shows the actual amount open
Add an Open Purchase Order report that shows only the open items from each Purchase Order rather than the whole Purchase Order when 1 or more items on it are still open.
A reference number that ties all the documents together - Sales order, PO, Est, and Inv
A single reference number across documents allows the search function to find the whole trail in one hit. One such field already exists the FOB field. In my case I have a job number system which is entered in the FOB field which I call Job number ...
Email settings Invoice template add special tag contact name
So that when you generate the email to customer it can say "Hi contact name" instead of "Hi Organisation name" - in my invoices I want to generate an email that says hi to the first name of the accounts person I am sending to.