Accounting Ideas

This would save time when paying numerous suppliers as it would just be couple of steps rather than having to input each payment individually when logged into the bank.

Hi, Is it possible to create a rule that splits a payment into two categories?For example, we regularly pay application fees on behalf of clients. These are split into a VAT exempt fee of £201 and an admin fee of £28+VAT.

Customers who take deposits and then sent invoices have no clean way of showing this

It would be useful to be able to export uncleared items from bank feed/import to excel so that the client can be asked for some explanation. Currently I have to copy and past the page into excel which is a real mess on many different lines etc. Al...

Can the last reconciled balance be shown in Cloud - like on Desktop? Otherwise hunting through bank nominal for last balance before starting a new rec..

It would be user friendly to include an extra column to show the P & L ledger code (double entry) in the "Activity" tab via the "Banking" routine. Currently, it's necessary to trawl through loads of entries on the audit trail to locate where p...

i would like the option to be able to allocate a receipt to more than one customer

It's a little thing but would be so helpful. When I'm searching for matches to bank transactions, I have to release the mouse and use the keyboard to enter the search term. The natural thing is then to press 'return' to complete the search. Instea...

When a supplier is paid it is his invoice number that is referenced. Especiall handy as there may be invoices for similar amount on the same day. Currently only the other reference field is visible and that is the one that is generally used as a f...