Personalising invoices and Statements

[Diamond0]

When will this be updated so that you can use the web browser to edit templates? 

Below is from your help page:

"If you're accessing an AccountRight company file in a web browser,  you can't set your existing AccountRight desktop templates as default templates when working in the browser. You can still select these templates when emailing or printing transactions."

[Princess_R]

Hi @Diamond0,

Thank you for your valuable suggestion regarding the personalization of templates in the browser version of AccountRight. We apologise for the delay in our response.

Your idea to personalize templates from the AccountRight desktop version directly in the browser is innovative and could greatly improve the user experience. We highly encourage you to share this idea on our Product ideas board. Our developers regularly review suggestions posted there, and your input could potentially influence future updates to our software.

Please don't hesitate to reach out if you require any further assistance.

Cheers,

Princess

[Diamond0]

Hi @Princess_R 

Thanks for your reply. I really don't think it's a new innovation - isn't it providing the same functionality to both platforms? I assumed it would already be in your roadmap to provide this? 

[Princess_R]

Hi @Diamond0,

Thank you for your post and patience with the delay in our response.

I hear your point about the similarity in functionality between platforms. We are still in the process of diligently working on enhancing our browser version, with the aim of incorporating all the features currently available in AccountRight. We'll definitely take your feedback into consideration as we refine our roadmap. 

Please feel free to reach out if you require further assistance.

Cheers,

Princess