Accounting Ideas

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

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

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.

You used to be able to type the bank codes ie 1200, 1220 etc when entering receipts or making a payment instead of scrolling through the list of bank accouts. It was very useful when entering multiple receipts or multiple payments. This function d...

I don't see Co-op Business on your integration list - only personal banking. While this is not a deal-breaker at the moment, it might become one as we expand.

Many internet banks offer comprehensive expense management solutions where users capture photos of receipts and enter description of expense etc. If you use Sage Autoentry, that imports all details into Sage, but is a "parallel" application if you...

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

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.