Accounting Ideas

It is incomprehensible that you put an accounting software product on the market that allows you to set up suppliers but does not allow you to post invoices to that supplier.

When putting a new customer in it doesn't tell you which codes have been used. It won't let you duplicate but when you don't know what has already been used you've to either look it up beforehand or just keep guessing until it lets you use one.

When entering products onto an invoice there are a lot of tabs (8-10) to get to the next line. All the boxes are useful but not always needed, if you could press enter/return to get to a new line it would streamline entering multiple products.

There are more females joining the Construction Industry now, but if we have the person on the system and she or he (as males can take the females surname) get married we have to create a new account as its not possible to amend the account and if...

I cannot delete old customers, so hiding them would help, as scrolling through a list of contacts when many of them are ex-customers is time consuming and annoying

Customers are frequently confused with negative Owed value (e.g. Owed: -180 ). Option can be to change label from "Owed" to "Balance" or to hide the line when negative.

I often have to purchase stuff and charge a customer for it. Why not add a field to Purchase Invoices to enter the customer details and then generate the invoice ?

when you send a email and attached multple invoices, you should be able to set to individual pdfs rather then one pdf or multiple emails

Attachment added to recurring invoices should have the option to be visible to the customer, the same as for a normal invoice.

Useful to know if draft estimate has been viewed by client