Accounting Ideas

Many Regular payments e.g HP and loans are normally split between a loan and interest. Currently set up as recurring but as I also use bank feeds so have to delete the payment from bank feeds to avoid duplication and then manually change date to m...

No access to print button or export

Permettre au client de payer un acompte maintenant et la balance de la facture dans 30 jours, et ce, de façon automatique par le lien de la facture qu'il reçoit par courriel.

It would be helpful to get an email or notification when a customer pays an invoice via the link

I'd like to enter quick entry invoices, but automatically create a payment in full at the same time - this would avoid creating one separately later.

When I'm creating payments or receipts, could you alert me if the contact has an outstanding balance?

To allow coding of invoices from bank payments to the CIS accounts and meaning you can enter the invoice direct from the bank feed. It would save matching the payment after entering the invoice as it would be done in one step.

My client was 10 years behind in his filings. With all those entries, the way the invoice date always defaults to the current year is very frustrating. What's worse is that any invoices incorrectly entered for the current year (and then subsequent...

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