Accounting Ideas

When I view paid invoices, I can get a list of the payments against them. Could you add the bank account and payment method? That would help me trace payments.

Currently if you complete a bank reconcile you have to press Finish, then click on banking tab, select the account and then click on reconcile again. Each screen refresh is time consuming. I reconcile multiple statements in one go, so the ability ...

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 ...

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

When matching a transaction it would be really helpful to have a reference box to add some details

Add a button to manually syncronise the bank feeds on request so that when doing accounts at different times, it can syncronise the most up to date transactions.

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.

We have invoices that we generate in USD & EUR. Our bank account is currently only in CAD so when USD/EUR payments come in our bank converts them. When I go to match the CAD payment only CAD invoices appear. Is there any chance of showing 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...

Whn receiving funds into the bank, especially from platforms such as paypal, these are received net of charges: e.g. Customer pays £25.00 but we get paid £24 and Paypal pockets the £1. Ideally we would process this as a 'split' with £25.00 Credite...