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Create tag-based filters and sorting on "All Customers" page

Similar to how you can set up filters in Connectwise for your client list so you can see certain specifics, please create filters to repopulate lists of clients in AP (especially based on whether or not a client has a tag) and give the option to sort based on tags. For example let’s say I have the following tags: monthly clients, delinquent clients, and no payment method. I would like the ability to sort it based off tags, so all clients who are monthly clients are grouped together. Then, on top of that I would like the ability to filter, so for example if I want a list of all clients who are both monthly and have no payment method, I can choose those two filters and a list will populate and I can export that list into an excel sheet.

idamoussavi 3 months ago

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Feature Request

Populate Client Portal Memo with Halo Reference ID or Subject

In the client payment portal, the Memo/Description field must automatically populate with the Halo reference ID or invoice subject line. Right now, when a client logs into the AP portal, they just see a list of invoice numbers with amounts — no context. If they want to find a specific job or project, they have to open or download each invoice one by one, which causes confusion and unnecessary support calls. Adding the Halo Reference ID or Subject (e.g., “Project – Network Upgrade” or “Ticket #4321 – Firewall Replacement”) into the memo/description field will make it immediately clear which invoice corresponds to which job. This is essential for usability and should sync automatically from Halo when the invoice is pushed to AP.

Phil C 4 months ago

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Feature Request

Invoice Sent/Open/View Status with Date & Time Tracking

We need read/seen status for all outbound invoices. Each invoice should clearly show: Sent (sealed envelope) — the email was successfully sent. Email Opened (open envelope) — the recipient opened the invoice email. Invoice Viewed (eye) — the invoice page itself was opened. Each status must include date + time and appear both on the invoice list and the invoice detail/timeline.

Phil C 4 months ago

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Feature Request

Late Fees Feature

We have late fee policies…. Using QBO to add late fees to invoice that meet the criteria. Our biggest problem is with AP-QBO Sync invoices only get sent on creation. Would it be possible to create a late fee feature which can be managed in AP vs QBO. AP would have to Add the line item to the invoice via some API method…. Also facilitate subsequent email notifications when late fees are added to there invoices. OFF-TOPIC: We need SMS notification support in AP QBO Late Fee screenshot enclosed

MarvinSk 4 months ago

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Feature Request

Impersonate an individual

Currently you can impersonate a Customer/Company. If a particular user is tied to multiple customers there is no way to see what they see fully. If you could impersonate a particular user, then you would be able to see what they see regarding multiple companies and such. Also, along with the audit logs from my other request. If someone impersonates the customer that needs to be logged as well. Also if they change something as that user it needs to log that they were being impersonated and which user was doing so. That way you know exactly who was making changes.

Jeremy Apple 5 months ago

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Feature Request

Control when Invoice Emails are being sent

Currently the system only seems to send emails in batches hourly during a certain timeframe. It does not seem to send outside of office hours or on weekends. I prefer that to be configurable. Such if I create an invoice on the weekend I want it to send immediately after creation. If I had something go on and it took longer to create invoices than normal. I don’t want those invoices having to sit for day because I missed the email window. I should be able to configure it go 24/7. Or be able to see the queue and force all out immediately. Hourly is fine for most cases. But there are situations that I want all to be emailed immediately on creation in alternative payment. The sooner the emails go out the quicker we get paid.

Jeremy Apple 5 months ago

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Feature Request