Accounting Ideas

We use to have an old version of SAGE accounting, and there was a facility to print off a list of all the stored recurring entries. Useful for reconciling the bank statements

It would really help when you need to find a receipt when the customer claims to have paid, without having to 'page down' which takes ages.

I would like to see the Last Reconciled Date and the Last Reconciled Balance for each active bank on the Banking landing page. It already shows the last transaction entry and waiting transactions. Seeing the last reconciled date and balance (in a ...

Please make it possible to deposit or transfer money from your cash account to "Other" type bank account.

Since Clyesdale bank has been removed and turned to Virgin Money there is only an option for virgin money and virgin current and savings accounts to be linked however my clients have virgin money business accounts? Please can this be added?

Can we please have transactions in date order by default, rather than shuffled?

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...

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

It would be great to see Unity Trust bank added as a bank feed

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.