Accounting Ideas
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personalisation by industry / business type
business users non financial book keepers
Created 25 Jun 15:28
Setup - Navigation - Lists - Usability
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Dark/Night Mode for desktop
One for the future - It would be great to offer SBC customers the ability to toggle a night/dark mode as they can with their web browser, OS, and the mobile apps.
Created 09 Jun 15:14
Setup - Navigation - Lists - Usability
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One For The Future
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Tax year
Can I change from a calendar year to a financial year (5th April) it would give me a true summary for my Tax. If not why do they use such a system for an accounting software. Seems a bit strange to me.
Created 13 Apr 21:33
Setup - Navigation - Lists - Usability
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Great Minds Think Alike - This Exists Today
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Bigger Tick Boxes on the Bank Reconciliation Pages
The existing tick boxes are very small, and absolute precision is required to tick them. Bigger boxes would speed up the reconciliation process, as it would be quicker to tick the boxes.
Created 04 Apr 20:52
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One For The Future
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Hide unused functions
Please, add settings to select which functions the company uses, or does not use, like in Sage50. If we are not using quotes it is irrelevent that users sees that and only allows for errors. Thank you
Created 25 Feb 19:08
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Additional Users in Payroll
It would be handy to have the option to add in additional users into the payroll package as many business have a dedicated member of staff who runs the payroll not the owner.
Created 17 Jun 14:06
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One For The Future
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Attachment to estimates.
Quickbooks has the ability to attach files in multi facets. We have a hard copy write up that we'd love to be able to attach and view either under the estimates category via an icon on the main screen and/or within the customer detail section.
Created 09 Jun 17:14
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Warning of reference duplicates
I would like to be warned if I try to enter the same reference for the same customer/vendor on any screen in the program to help prevent duplicates.
Created 23 Nov 19:27
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Quick access to contact details from invoice screen
Could you show the contact's phone number and email if I hover over their name on the invoice screen? Saves a click!
Created 23 Nov 19:27
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Allowing various 'sub' customers under a larger 'umbrella' customer
My company works for various managing agents who each manage various different property developments. We invoice all developments to the same managing agent directly but each development has it's own name and needs to be set up and invoiced as a s...
Created 01 Apr 10:32
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