Totally minor thing and definitely lower-priority than most of the other items here, but figured I'd mention it. I'd love to be able to customize the icon image for recurring transactions. I know when I connect to a biller, it updates with a logo, but I find very few billers actually work, and most of my payees aren't big companies like Netflix (and even then, the logos aren't the right size or are super pixelated).
I'd love to see my recurring payments look something like this…
Good news! This feature request already exists and has 5 votes. Vote for it here. I will like to have this as well.
[Merged Post]
Logos for recurring series are now available in Early Access and will soon be available for all users. See our announcement for more details!
I tried this and the process went as described, but it failed to change the icon on the series.
The only thing different from your description was that I did not have to click "Find icon." It found the icon as soon as I entered the website address. (I also tried clicking "Find icon" anyway, to see if that made a difference. It didn't.)
After I clicked "Update" I got a message that the series was updated, but the icon on the series did not change to match the selected icon. When I edited the same series again, it still came up with the old icon. I tried closing and restarting Simplifi to see if it would then use the new icon. It didn't.
Simplifi QBP version 6.29. I'm using Chrome. I also tried Edge with the same result.
I just updated my first one and it worked and updated the series icon in the cash flow forecast as well. I love this!!!😀
Why can't the ability to add the company logo to a payee just exist? Then it could be used for transactions AND the billing section? I'd like to see the company logo everywhere I see the payee! Thanks!
Hello everyone,
We have a dedicated feedback thread for this feature. Please post any and all feedback there:
Thank you!
