Accounting Ideas

It is possible to set payment terms at 30 days within the settings, but if the customers already have a setting in their own contact details, this does not change globally. I have had to change 750 customers from 15 days to 30 days manually!

En la plantilla de Facturas, estaría muy bien que pusiese el titulo "dirección de envío:" y "domicilio fiscal:". O al menos la primera. Ya son varios clientes que confunden la primera direccion por la fiscal porque tienden a mirar la parte mas alt...

Hi. Can a CSV file be added for delivery purposes . Also this option would need to be editable from our ens. We have a new Anpost delivery system and currently we would need to input the delivery details for each new customer but having a CSV file...

It would be useful to be able to have a list of customers who have non-standard invoicing arrangements (e.g. 4-weekly not monthly, different types of sale invoiced to different departments/addresses at customers); this info can be recorded in Note...

Would you please put up to date transactions on the demo data

This would be very useful to us as several people miss the invoice from sage as it has been blocked by their email provider or goes into their junk. by having a feature you could also send them a link with the invoice attached it resolve having ov...

When you preset Terms & Conditions and then customize it on newly created estimation. The system only keep in memory the preset one. Make it possible that the custom one overwirtes the preset one.

Any unallocated payment don't show on the Debtor sumary of statements . Thus overdue figures is higher than the owed figure. Please resolve by inlcuding any payments with a minus ( - ) within the time-period that it was entered .

be able to archive customer notes like on 50 as can not be done on SBC. Helps for legal reasons when chasing debts. When have multiple staff working it makes it easier to see whats already been done.