Feature Requests

In the Asset Register it would be handy to be able to use the Management Tags to show which property has purchased the Asset. Currently I'm typing the Farm name in the detail purchased

Hello, when we are looking at opportunities we need to create draft plans for ourselves and also to present to the bank and other investors. These plans are generally 3 or 5 years, so having the Drafts as a single stand alone year is very inconvenient. The ability to extend and carry on a draft over multiple years would save having to update opening balances every time a change is made, keep opening stock numbers tidy and report GST over balance date correctly to name a few. I would not want to set this as a working plan because they are not yet the main budget. Can we please have the ability to extend a draft over multiple years?

It would be great to be able to remove an accidental entry of non financial stock events within the livestock grid, rather than having to go into stock activity, find the entry, delete and go back.

Could you please set up reports so that they can be exported to Excel.

If the invoice does not have due date for scanner to read can it automatically set to the 20th of the following month so you don't have to click through the menu to change it every time?

I would like to add a note that shows to the customer in the 'NOTES' box about paying on invoice. I want this for individual customers not all.

I miss the filter function from Cash Manager. I would like to be able to filter for several things at once in the completed transactions for example all years, rm:w, other party and note.

Hi, This new insights thing. Can we please have the option to stop this popping up? It's more clutter or distraction in the way when coding or whatever in actual screen. I understand why it's there, eg to help us keep on top of expenses stick to or manage plan but it is irritating. (like me haha) Cheers.

I'm just entering tax payments in the working plan for April (terminal tax and known amounts) and June (estimated provisional tax). It would be really cool if there was an option to make it record in needs action. Rather than having to re enter all the details. I imagine it would be another option under the 3dots to create item in needs action.

It is great now that we are able to email directly. Thank you. I would like to be able to add a signature to the email, to make it a little more personalised. The message is good thankyou.