Accounting Ideas
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Make it more user friendly to add receipts for expenses
I feel that the adding receipts feature for expenses is not very user friendly, I feel I need to ring my accountant every time I need to add something
Created 1 Jul 05:17pm
Automation
0
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1
Vote
export uncleared bank feed transactions
this would be useful for accountants to export to say excel to put in a client friendly format to request missing information. we currently have to screenshot which isnt the best thing to do if you have a lot of transaction.
Created 1 Jul 10:34am
Banking
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2
Vote
PO Numbers
Can you add a field in the system to include the customers PO number on the Order? We use the order feature to do estimates in construction. The customer then provides us with a PO number. This has to be on the invoice.
Created 30 Jun 10:46am
Sales
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2
Vote
Contacts in quoting / invoicing
It is ridiculous that you can not select the contact whilst making a quote or invoice. It would only require a dropdown box. We have many customers that have many contacts (Estates) so needs to be invoiced to the contact but to the main company. A...
Created 29 Jun 10:01am
Setup - Navigation - Lists - Usability
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Vote
Update the Issue Date on SQ once revised
Hi, Is there a way you can revise the Issued Date when a SQ is revised and resent to the customer. It seems to keep the original date is was created.
Created 30 Jun 05:16pm
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Sorting & Filtering Reports
It would be very helpful if all the reports had a sort and filter option. Sometimes you only need some information and you end up exporting it into Excel to filter or sort.
Created 30 Jun 11:00am
Reporting
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1
Vote
Built In Calculator
It would be so helpful to have a built in calculator in the columns that contain numbers. QB has this and it's so useful
Created 30 Jun 10:44am
Ledger Management
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1
Vote
Intrastat report
To make available Intrastat report or even just to make available to add sold goods quantity column into EU Sales list report
Created 30 Jun 10:08am
Reporting
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1
Vote
comment box on reference for contact
customer wanted a comment added on the reference on contacts
Created 30 Jun 09:13am
Processing
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We're Taking A Look At This
179
Vote
An option to hide inactive or closed customer and supplier accounts
No description provided
Created 25 May 12:45pm
Setup - Navigation - Lists - Usability / Ledger Management
6
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