Accounting Ideas

Really tiresome having to always scroll to the bottom of the page when a second button at the top would cut scrolling time

Please provide the option to add optional line items to a quotation/estimate. These items should appear in the quote/estimate with a price but the price should not be added to the invoice/estimate total.

Need more then two decimal places for purchase invoice. Invoice for fuel and invoices with discounts on the unit price require more then two decimal places, as at the moment I am having to create another line on inputting the invoice stating decim...

At present it is possible to change the wording of the document description on sales invoices e.g. Fee Invoice instead of Sales Invoice. This does not carry through to customer statements. Calling all invoices "Sales Invoice" on the statement is i...

When using quick entry for inputting invoices there are both a supplier reference and an internal reference field available. Enter a batch of invoices, go to pay them and produce a remittance and the supplier reference field is missing? Our intern...

At the moment, one can post payment to the exact amount of customer credit note only. If I have a few credit notes on customer account and want to refund them, I need to refund the exact amount otherwise it is very hard to post the refund. If tran...

This would help chase up clients for payment

When adding a client you have the option to choose 'trade' as a payment option however, when you go to post a payment from an invoice, there is no trade payment option to choose. With finances becoming tight for both businesses and clients, the op...

We would like to invoice part of a quote for works that are very costly and time consuming, with the remaining un-invoiced element of the quote remaining available for the second invoice. example Quote for £10,000 - works paused due to external fa...

eg send statements out to 31.10.2021 but if a payment was made 02.11.2021 remove the invoice from the statement