Accounting Ideas

We receive payments by direct debit and it would be useful to be able to identify these on our client accounts

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

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 ...

I know there is a save and another function but it is too clunky, i would like to be able to enter multiple payments in a easier time saving way without having to click 4 times to enter a new payment. being able to choose to set your default to sa...

When you are looking at the bank screens, there should be a debit column for all receipts and a credit column for all payments and a running cumulative balance showing the bank balance. This is the way it is done in the desktop Sage Line 50 softwa...

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.

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 ...

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...