Accounting Ideas

As a charity that deals with a lot of home addresses the ability to perhaps either have an extra address line (3) or a + sign to add extra lines, which if left blank would be ignored. Currently the Customer/Suppliers CSV export file with the addre...

When posting bank feeds you can select transfer and post from the Cash Account. However in bank rules you cannot set this up. Could we please have some consistency so that we can automatically post cash banked from the cash account

when creating a delivery note via sales quote/estimate for a direct to end user on behalf of my customer, the "custom delivery address" option keeps the invoice to first line company name. This means i am unable to use it as a delivery note and go...

Only the registered email address can be used by default to cc invoices. It can only be amended manually which is irritating. Please allow this feature

we used to be able to transfer notes from quotes to invoices... the system actually asks if we want to do so before creating the invoice BUT for the last few months..all of a sudden the notes DO NOT transfer even you when you say yes... I've place...

It would be really useful id CIS Suffered could be reported via the software, rather than having to submit via an EPS using Payroll Software. There are potential Time Savings for clients as well as the reducing the potential to make error with the...

I have a lot of same invoice. Create multiple invoice from import a CSV. From uoploading a CSV with customer id, services, date of payment, etc.... create lot of invoice instead of create one by one.

It would be helpful to be able to amend transactions even after they have been bank or VAT reconciled. Even basic changes would be helpful, for example changing the nominal code, which does not affect the bank or the VAT.

To have a notes indicator on the customer / vendors profile to alert us there are further details on file. See image for example.

My customers must remove their last name from the first name field and enter it into the last name field and remove parentheses from the phone number in order to complete the credit card payment. This is frustrating.