Accounting Ideas

when on a customer account, supplier account, nominal etc. The selection box on the left of each transaction make it so you can not access the transaction from that small section so that when you are highlighting your 62nd transaction and miss the...

you can then see your tiers of customers and their spends each month/year. it is available on several other accounting platforms

Could we have a report that shows the % discount given to a customer? Via the nominal activity I can see the amount of the discount but this report does not show the total amount invoiced so I cant even work out the discount applied myself. Just a...

I want to be able to do a statement run that includes 'overdue' customers only. It currently pulls through everyone with an outstanding payment - some of these are not overdue so I don't want them included in my statement run.

Customer would like to be able to report on Quotes and Estimates for cash flow purposes

by adding the dept & project code to nominal and audit trial reports would be useful to show at a glance if sales/purchases have been allocated to the correct codes.

It would be great if I could produce a nominal transaction report PDF or CSV for a particular project or department and the total for each nominal for the particular project is showed at the bottom as on Sage50. At the moment the report shows the ...

Landing page should have the option to display by financial year, this is so basic to be unbelievable that it’s not implemented. The current defaults for app and desktop is calendar year which has little value. This would be such a simple and quic...

There is no way to see what Category of VAT has been selected per transaction. Those categorised as NO VAT are not detailed int he VAT report, so you can't validate that these have not been categorised incorrectly

It would be helpful to be able to export the customer list and related contacts to be able to give to other teams to review