Settings and activity
705 results found
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5 votesBen Stevens supported this idea ·
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10 votes
An error occurred while saving the comment Ben Stevens commentedWe have several clients who don't pay tax (non-profit charities, medial need for massages, etc...) It is painful to work around removing tax from products and services for them. It would be wonderful to have a permission level to allow us to remove tax either from a client in general, or for specific items at checkout.
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An error occurred while saving the comment Ben Stevens commentedAlmost any improvement in Payroll reporting would be welcome. I, too, have an entire spreadsheet put together to combine the disparate data from Boulevard.
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4 votes
An error occurred while saving the comment Ben Stevens commentedWe require new forms if they haven't been in for more than a year. Some kind of trigger for this would be awesome. Even just re-assigning the form if the existing one has been archived would be useful.
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3 votes
An error occurred while saving the comment Ben Stevens commentedHighlighting which fields are the same and which are different would also be super helpful.
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2 votes
An error occurred while saving the comment Ben Stevens commentedIn general a tablet friendly interface or a full featured app would be a huge benefit!
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45 votes
Thank you for your feedback! Our team is in progress to address this issue and will have a resolution soon.
Ben Stevens supported this idea ·An error occurred while saving the comment Ben Stevens commentedA follow up for this: if you use a gift card to pay for a service and it matches the total for the service it closes out the transaction. Sometimes this is desired, sometimes they want to tip on a credit card. I am not sure how to completely work around this, but some form of choice to close the transaction after the gift card or to tip on a credit card after clicking the "charge" button would be nice.
It can be a little uncomfortable to ask them what they want for a tip so we can manually add it, then the Duo prompts them for the tip which they can get confused by. All around slightly clunky.
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2 votesBen Stevens supported this idea ·
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3 votesBen Stevens shared this idea ·
The client search from the magnifying glass or on the client tab is amazing. I can search "Meggan" and it will show me all results close to that, including the one I needed which was spelled "Maggan"
When I search orders or gift cards by client name, it needs to be spelled exactly correct to be found. This fuzzy search would be really handy in more places so I don't need to search in the client tab, then go search gift cards to find the proper record I need.