Accounting Ideas
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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 9 Jun 05:14pm
Setup - Navigation - Lists - Usability
1
Great Idea Currently In The Works
1
Vote
Ability to search client or vendor list in enhanced view by entering first letter instead of scrolling through list.
When using the invoice or payables modules in enhanced view it would be useful to select the first letter of the client or vendor to get to it faster than having to scrolling up and down the list each time.
Created 30 Sep 01:24pm
Setup - Navigation - Lists - Usability
0
One For The Future
1
Vote
More Customisation on Dashboard
Please add the ability for us to select what information we want to see, what's important to us most.Xero has a customisable dashboard; I particularly find the Accounts Watchlist VERY useful for control accounts.The ability to see what we need on ...
Created 27 Sep 12:29pm
Setup - Navigation - Lists - Usability
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One For The Future
1
Vote
Different Model of Invoice for Foreign accounts
I'm invoicing Foreign suppliers for a commission on their imported goods. I can't use the same invoice model I use for my local customers
Created 19 Sep 07:49pm
Setup - Navigation - Lists - Usability
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One For The Future
1
Vote
The ability to view entry of password when completing the user password reset process within Sage 50.
I have experienced a handful of customers get frustrated during the password reset process because of the short period of time they have to create a temporary password. Once they fail to meet the time requirement the first time, it is as if the st...
Created 7 Sep 09:12pm
Setup - Navigation - Lists - Usability
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Vote
Make the chat window wide enough to see all the text
On a recent chat, the chat window obscured part of the agent's message as the width of the message was bigger than the width of the box on the screen. I couldn't see a way of changing the width of the chat window to see the whole message.
Created 16 Aug 11:13am
Setup - Navigation - Lists - Usability
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We're Taking A Look At This
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Vote
Duplicate text label in the New Customer opening Balance screen confuses users
Create a foreign currency vendor/customer, go to add opening balance for this record. Notice there are two text fields and both labels are "Total ($)".
Created 11 Aug 02:59pm
Setup - Navigation - Lists - Usability
0
We're Taking A Look At This
3
Vote
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 07:27pm
Setup - Navigation - Lists - Usability
0
We're Taking A Look At This
3
Vote
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 07:27pm
Setup - Navigation - Lists - Usability
0
Love This Idea Likely To Be Coming Your Way
1
Vote
Accountant - user(employee) management
In Quickbooks, the users (employees) of the accountant are managed by the accountant section. According to this, it's possible to add or remove access to them for each client account.
Created 23 Mar 05:58pm
Setup - Navigation - Lists - Usability
1
Great Minds Think Alike - This Exists Today
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