5190 comments found.
Hello, Aren’t the income, expense, and project report pages really bad compared to the Perfex and Worksuite CRM scripts?
Hi, have you been able to find the reports in RISE? Please send an email from the Support page. Thanks.
There are reports, but aren’t they too inadequate? For example, you could graph expenses on the project detail page, like Perfex or Worksuitecrm.
More graphs could be added to the reports page.
More graphs could be added to the invoices section in the same way. I think you could use Worksuite CRM as an example for these.
These aren’t very difficult processes. If we specialize, we’d have to repeat them with every update. If you improve them, your users won’t have that problem.
Hi, could you please email some screenshots and more details about your requirements? Thanks.
I would like to confirm whether your accounting software is prepared to comply with the new regulation in Spain regarding Verifactu. As you may know, once this regulation comes into effect, it will be mandatory for billing systems to ensure the integrity, preservation, accessibility, readability, traceability, and immutability of records.
Could you please let me know if your software is already adapted to this regulation, or if you plan to update it before the official deadline? This is a critical point, as without compliance, the program would not be valid for use under the current legal framework.
I look forward to your reply.
Hi, RISE already supports the e-invoices, we’ll add other required features for the verifactu. Thanks.
Teneis algun manual de esto? donde esta la opción?
VERIFACTU/SIF module active “Do you already have the VERIFACTU module in compliance with RD 1007/2023 and its technical development (OM HAC/1177/2024) and the changes introduced by RD 254/2025?” They must confirm that your version is adapted. Tax Agency
Choice of mode “How do I configure voluntary submission vs. on-demand submission? Where is the switch or option located?” Tax Agency
Submission credentials “Which certificate does the connector use to send information to the Spanish Tax Agency (AEAT) and where do I upload it? Proxy/firewall management?” (submission is via AEAT web services). Tax Agency
QR code and legend on the invoice “How do I enable the QR code and the VERI*FACTU mention to appear on PDFs/printouts?” (it must be included on all invoices issued with SIF, except for SII taxpayers). Tax Agency
Traceability and cancellation “How can I see the status of each record (Correct/Accepted with errors/Incorrect) and how do I cancel a record if I make a mistake?” (the AEAT returns these statuses). Tax Agency
Logs and retries “Do you keep a log of submissions and retries, respecting the waiting time established by the AEAT between submissions?” Tax Agency
Test environment “Can I perform test submissions and verify that the QR code opens the correct information before going live?” (the AEAT allows consultation of submitted records). Tax Agency
Hi, the VERIFACTU is not available yet. We’ll check it. Thanks.
Is it ready for Verifactu or not? I have received two contradictory answers. In Spain, it will be mandatory in a few days and I need to know, since I have many licenses with you and I must update my clients, otherwise they will have to switch to another program immediately.
Hi, we’ll add the invoice JSON download option on the next release which you can use in https://www.verifacti.com/docs to simplify your VERIFACTU process. Thanks.
Sir its not a live web application,everytime i need to refresh browser everytime to get latest data like messages mail or other
Hi, you’ll get the live notifications only. Pages will not be reloaded automatically. Thanks.
which notifications and where i get it?
Hi, based on your notification settings, you’ll get web notifications on your screen. Please check Settings>App settings>Notifications. Thanks.
its also not live,we also have to reload page to see notifications.
and one more thing that i want to add client fields in my lead form,is it poosible?
Hi, the notifications will appear automatically without needing to refresh the page. Regarding the lead form, you can add custom fields as needed. Thanks.
presale question.
1. what if I want to install this to a multiple sites how much do i need to add?
2. is there any way i can remove the features that i dont like? like the contracts and proposal?
3. is this wordpress?
4. is there an app?
5. about this requirement. AWS/Cloud hosting: Minimum 1vCPU, 2GB Memory, 10 GB Storage. Lets say i will add 5 – 10 installation in my hosting is this not slow?
my hosting from hostinger is 2 CPU core, 3 GB RAM, 100 GB NVMe storage, 2 000 000 inodes (files and directories) , 100 PHP workers , 100 websites
would this work for 10 installation or not enough?
Hi,
1. You can use a license only for a single instance. If you want to use it for multiple instance, it requires individual licenses for each one.
2. You can do it from the Settings>App settings>Modules.
3. No. It’s a standalone app.
4. You can install the PWA for mobile or desktop from the browser.
5. If you use Docker, you need the minimum requirement for each installation.
Thanks.
We could sort the to-do list by date, but the latest update brought some new features. However, not being able to sort by date is really inconvenient and makes many tasks harder. It would be great if you could provide an update or support for this.
Hi, OK, we’ll add it. Thanks.
Hi can you advise? CURL error on log_notification: Failed to connect to www.website.com port 443 after 566 ms : Connection timed out …. I am using self signed Letsencrypt certificates and after adding the domain to /etc/hosts/ I was able to curl successfully however still not able to receive notifications.
Thanks!
Hi, Please send an email from the Support page. Thanks.
hi sir, just wondering if you will be adding accounting and purchase management natively throughout your future updates. because the plugins currently offered by third party is not very good and outdated. thanks!
Hi, we do not currently have any plans for this type of feature. Thanks.
Is there any plan to improve leave types and its allocation? Currently, it is super basic.
Leave should be applied to employees based on pro-rata. Moreover, there are so many other settings that can be added.
Hi, Sure, please send an email from the Support page and describe your use cases. Thanks.
Hey,
Will there be a module so in Rise CRM so we can crate our website and also direct a intrigration for clients and leads
Hi, could be in future. Thanks.
Hi, How can I enable error logs? I can send notifications fine for sending invoices and new customer sign up emails. However no luck with other notifications. Thanks
Hi, please check it: https://risedocs.fairsketch.com/doc/view/59-error-debugging-and-troubleshooting
Thanks.
I have two Questions, if a client is about to create an order but no longer wants it how will they delete this, they have already generated the invoice but they don’t want it so they would like to delete the invoice and the order they generated themself and change the items they have selected ?
2: How can a client top up their wallet or see their wallet balance, as admin I can add wallet balance by the client can’t see it or use it at check out why or how does this work?
Hi,
1. Clients can’t delete orders/invoices. These actions should be managed from the admin panel, otherwise the admin may lose control.
2. Clients can’t add wallet balance directly. Once a client sends a payment, it can be added to the wallet from the admin panel. However, clients should be able to see their wallet balance, which was missing. We’ve added this, and it will be available in the next release.
Thanks.
Please have a look at the PWA this issue is with both andriod and Iphone’s after the recent update, see image: https://www.damessentials.com/go/LogoError
We noticed this happens after the update, this applies to Andriod and Iphone, we believe the issue is from the left menu, the top left logo isn’t resizing to fit the app. If we turn the phone side ways everything is fine, but once it’s in portrait then this is the issue.
We have also noticed that the entire knowledge base is missing from the left menu in the new update, even dow being turned on on the modules and also set in the left menu for some reason it’s not show, even as admin. See images
https://www.damessentials.com/go/risechallenges1 https://www.damessentials.com/go/risechallenges2Hi, we’ve fixed the large logo issue. You can fix it by adding a custom css or reducing the logo size for now. If you need fix, please send an email from the Support page.
About the knowledge base menu, please reset the left menu setting and you’ll get the option.
Thanks.
Dear RISE Team,
I am currently working on developing and testing custom plugins for our instance. While doing so, I encountered the following issue:
Even with my own self-created test plugins, the backend prompts for a purchase code during installation. For in-house development plugins, we would like to disable this prompt, since there is no marketplace reference.
My questions are:
How can I mark my own plugins so that RISE does not treat them as marketplace items?
Is there an official field in install.json or plugin.json (e.g., requires_purchase_code: false) to disable the purchase code prompt?
If this is version dependent, what is the recommended approach for the current RISE version?
Thank you for your support and for clarifying the correct way to handle this.
Hi, the installation window will show a purchase code field, but if you don’t want to use validation, you can simply enter anything there. Currently, there’s no option to disable it. Thanks.
in Clients -> Clients subtab -> edit Client -> there is a field called Client groups, how and where is this managed and whats the usecase here?
Hi, you can create client groups from Settings > Setup > Client Groups. It’s just metadata used to categorize your clients if you have different types. Thanks.
Hi pls does the application have the option to enable captcha on sign up page to stop bots from signing up
Hi, yes, you can check it in the demo. Thanks.
Replace it.$instanceWrapper.find(”.bookmarked-filter-button-wrapper”).remove(); with it.$instanceWrapper.find(”.bookmarked-filter-button-container”).remove(); in the refreshBookmarkFilterButtons function to fix the duplicate button issue when creating a filter
When creating a page, then create a tab for that page the URL /about/ repeats itself when you click on it a second time like. for example: https://mywebsite.com/about/about/pagename. then it gives a 404 error
Hi, it looks OK in the demo. Please upgrade to the latest version if you are using any older version. Thanks.
hello, bought rise recently, excellent. question: in expenses I want only a group of people to access it. this is internal info about product expenses. how I can do that?
Thanks.
hi
i wish to use this to onboard members via a web form, i noticed i can use prospects to sign them up.
however i cannot attribute new tasks to clients.
can you advise? how i can let the members sign up themselves so i can attribute new tasks?
Best Regards.
Hi, clients can signup from the the signup form. After signup, if you create projects for the clients, then the client can access the tasks of the projects. Thanks.
What can I do if the client and project admin cannot share files and comments between each other, they don’t display. Is there a setting to check?
Hi, you can enable message/chat between client and admin from the Settings>Client porta>Client permissions> Collaboration >Who can send/receive message to/from clients. Thanks.
That says ‘Team members’, however clicking on it only shows Admin, should I verify another setting?
Hi, you’ll get all team members list. Please check in the demo. Thanks.
Broken Filter Functionality
The Milestone filter in the task view is currently not working. Please investigate and fix this issue.
Missing Filter Options
Add filters for:
Date Range Client Name These are essential for better task organization and reporting.
Sprint Sharing Across Projects
Introduce a feature that allows sprints to be shared across multiple projects, similar to how Jira handles cross-project agile planning.
Sub-task Estimate Summation
If a task has sub-tasks, the system should automatically sum the estimated hours and display them at the parent task level.
Agile Management Limitations
Agile features like burn-down charts, velocity tracking, and backlog grooming are either missing or too difficult to manage. These need to be simplified and better integrated.
Jira Feature Gaps
Several useful Jira features are missing. Consider implementing:
Sprint planning tools Custom workflows Task dependencies Agile reporting dashboards
Thanks for your feedback. We’ll fix the milestone filter issue soon. If you need the fix urgently, please send an email from the Support page. Thanks.
