Accounting Ideas

Can you please add a facility to mark manual postings that have gone through the bank as 'cleared'? Otherwise all these postings still show in the bank feed section when trying to match a transaction. I'm surprised this can't be done.

I want to filter the bank account activity by payment method - is it possible to add a filter option?

I've set up the Stripe integration, and also bank feeds. I am having duplicate amounts added to my accounts one from my bank account and one from stripe so it looks like I have double the amount of income. Is there a way you can detect or match th...

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.

It would be useful to be able to add a copy of a bank statement to a bank reconciliation, especially when needing to share this info with the accountants

When typing a total in the search bar for matching items would be quicker than tabbing though to apply or moving mouse to the apply button.

It would be good if you could do CSV, PDF report of the payouts, along with the invoice number and customer

I have Sage linked to my bank account so I can see my bank entries. When I go to match them to a nominal code, there is no facility to enter any details. I have to complete the match and then go into the nominal code and the relevant entry to ente...

As we have project-related expenses that end up going on credit cards (ie. travel, hotel, incidentals), it would be great to be able to add an optional project# dropdown menu so that when transactions come in, we can assign a project# to it.

I send an annual invoice out to some customers who then pay it monthly in equal amounts. The auto match seldom identifies the correct payment. Why not add a preferred search field such as customer name or reference I don't mind doing the allocatio...