Accounting Ideas

Would like to have the option to add an attachment to sales invoices. Why is this not already available? Urgent I think! Please can this be arranged.

It would be good to have more options on the dates for recurring invoices...for example quarterly and annually.Also the ability to sort and search the recurring invoices screen is badly needed!

Able to email remittance as well as create, so can email when entering payment similar to when emailing upon creating an invoice.

My bank offers either CSV, or BAI file types to import banking files. CSV is very limited.

I would like to be able to customise an invoice template so it matches into my current branding. I've noticed Xero offer this and would be a great improvement to keep brand consistancy.

Can we please have a button which takes you back to Banking Homepage from a particular bank account. It's a really big oversight - at the moment, if I'm in an account and I want to go back to the summary of all accounts (which is every time), I ha...

So after i take a card payment over the phone i can click and email a receipt

When we generate invoices and make a payment off it, we can't add any notes like mode of delivery, marketing materials that were included in the order, etc. If there was a way to add a note to the sales Invoice/Order after a payment has been taken...

I wanted to record a partial refund on a credit note, and it would let me execute the transaction unless the refund was for the total amount of the credit.