Payment Tab
complete
I
Ian Zimmerman
complete
I
Ian Zimmerman
Small update here... Advisors will now see the Payments tab in their navigation. They will see all payment requests they themselves have sent. Next step for us is to allow them to see all Payments like the summary says above.
J
Jessica O'Reilly
Ian Zimmerman: Thank you for implementing this feature!
I
Ian Zimmerman
in progress
I
Ian Zimmerman
planned
L
Lane Curtis
We would like to have this change too but would like to add that we want to keep the insight tab as a manager only option as well.