Accounting Ideas

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 ...

I want to enter bank charges on a currency account, each time a payment is made. Seems I cannot use the 'other payment' function, and have to enter a 'dummy' invoice each time.

For businesses with multiple offices or "ship from" addresses, suggest offering an option to select multiple shipped from addresses. Example: one business with multiple offices uses one accounting system. Currently the system only identifies as on...

All the new bank feed transactions should appear at the top of the page. As I have to scroll down WHOLE year transactions to see the new transaction in bank feed.

The banking section is incredibly slow. Please amend the system to offer the list of bank accounts First so permit loading of just one instead of all.

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...

When you are looking at the bank screens, there should be a debit column for all receipts and a credit column for all payments and a running cumulative balance showing the bank balance. This is the way it is done in the desktop Sage Line 50 softwa...

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.

useful if you want to keep up to date with debtors and creditors.Also useful for integration with Dext or autoentry so that it refreshes and finds matches that have been sent over after a bank refresh

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