Accounting Ideas

When you have bank rules set up for payment on account. Have an option to automatically allocate to outstanding invoices. Giving you the option to choose whether it's the oldest first basis

It would be user friendly to include an extra column to show the P & L ledger code (double entry) in the "Activity" tab via the "Banking" routine. Currently, it's necessary to trawl through loads of entries on the audit trail to locate where p...

i would like the option to be able to allocate a receipt to more than one customer

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...

I have changed bank and would like to be able to set the new account as a default account. rather than having to scroll past unused accounts.

When allocating a supplier payment in bank feed to open invoices for that supplier the invoice number recorded in the invoice entry screen in the supplier reference field is not shown. Fields named “number” and “reference” are available in the ope...

Create SEPA xml file to upload in my bank to charge my customers in their bank accounts.

Sometimes deposits are reconciled, and disbursements are out. It would be slick if the the system could unreconcile one or the other, but not both at the same time.

It's a little thing but would be so helpful. When I'm searching for matches to bank transactions, I have to release the mouse and use the keyboard to enter the search term. The natural thing is then to press 'return' to complete the search. Instea...

Customer would like bank reconciliation to match bank statement with received and paid column the other way round, like Sage 50 does