Accounting Ideas

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

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 ...

Hi, Is it possible to create a rule that splits a payment into two categories?For example, we regularly pay application fees on behalf of clients. These are split into a VAT exempt fee of £201 and an admin fee of £28+VAT.

When doing a reconciliation the default is to flag everything matched as reconciled. I'd like to be able to select an option in the header to mark everything as unreconciled.

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 ...

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

Customers who take deposits and then sent invoices have no clean way of showing this

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...

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...

The banking section is incredibly slow. Please amend the system to offer the list of bank accounts First so permit loading of just one instead of all.