Accounting Ideas

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...

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.

Have the ability to drop files / attachments onto line items in the banking feed page rather than having to open each entry at a time.

As when making other payments there are only "Reference" and "Details" fields to differentiate by. As it is not a supplier payment the supplied name is not used. E.G. we use "Reference" field to hold the cheque number issued and "Details" to ident...

its now possible to add a foreign currency bank account, but isn't actually functional. you are not able to link to euro bank account, or import csv files, or enter other transactions (every single transaction, whether its for a 2 euro toll fee or...

Don't automatically reconcile bank items posted from the bank feed. When you go in to manually do the reconciliation (with actual statement), you have to uncheck everything as it posts items after the bank statement date

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

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...

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.