Search

Boards

Feature Requests

Planned

Agency edition with siloed clients

Feature Requests

For Escalated invoices, show more details on the escalation itself with escalation actions (remove, for example)

Feature Requests

Creating a kill switch

Feature Requests

Provide an export to CSV for all objects (invoices, escalations, customers, etc.)

Feature Requests

In Progress

Duplicate message templates

Feature Requests

Exporting Audit trail in CSV, PDF

Feature Requests

Payment promise flag that pauses and predicts the delivery timeline

Feature Requests

Ability to make realtime adjustments to active escalations

Feature Requests

Use the same terminology across filters and detail views

Feature Requests

Specific visibility on message send times

Feature Requests

Complete

Click though capabilities for Audit Trail

Feature Requests

Link to the escalation detail and/or terminate an escalation from the invoice detail view.

Feature Requests

Be able to manually send escalation emails that are pending or have been terminated.

Feature Requests

Add an "Include inactive invoices" as a setting for the calculation of the "not escalated" formula

Feature Requests

Show invoice creation date on Invoice View

Feature Requests

Load 25 messages at a time in the escalation details

Feature Requests

Calculation of escalations is not correct

Message merge field: Invoice details and links to payment information

Feature Requests

Change "with trashed" to "show archived" in the filter selection modal

Feature Requests

Create a completed activity outside of email messages

Feature Requests

Deleted invoice from Bill.com is still showing up in HappyAR

I didn't update the Company name but got this confirmation anyway

Possible wording change for "deleted" escalations

On the paused escalations screen, it is only showing me the escalations that I went in and manually terminated.

{{BillingContactFirstName}} is pulling full name from Bill.com

Update date in reminders

XLS export amounts are being exported as text, not numbers

Contact display name not pulling over

Multiple contacts for a company - ability to choose which ones to send messages to

Feature Requests

Outlook email provider connections says "gmail"

Inactive invoice pulled and missing contacts

Server error when attempting to export invoices to Excel

Change "pending payment" to "unpaid"

Feature Requests

Invoice screen - allow filtering by invoice date

Feature Requests

Being able to get a link to make a payment or see the invoice in the messaging.

Feature Requests

Powered by Canny