Accounting Ideas

I agree with everyone else that this information available on Summary sheet is not needed for other workforce users.... especially when i am listed as the No1 customer and how much I bring in!!!! TAKE IT OFF PLEASE or allow us to tailor to our own...

It would be extremely helpful if the Channel Islands and the Isle of Man were added to the list. We push our data to Sage and are unable to push any invoices to these territories which means making a host of manual adjustments to customer records....

We have been asked to take on subscriptions for clients, but canot do this easily. When new clients come to us from another accountant - they have to transfer subscription to client, who cannot then transfer to us. Other software allow us to manag...

There is not the best options of templates. There needs to be more space for text and the VAT rates are repeated over an over, a more simplistic template would be a nice option.

The system only shows transactions for a month unless you select otherwise on all modules including reports. Would it be possible for a option to be entered in the settings to select a period you would like to be shown. I.e. current year, month or...

business users non financial book keepers

This feature already exists when creating an invoice. However it would be very helpful if this feature existed when providing additional information about a product. The small image and the text in the detailed description TAB are helpful. However...

customer didn't need to have an address field in contact record or in the invoice as they don't take this from their customers, only name and name of boat so it's taking them a while to have to ask their entire customer base for addresses just to ...

All customers doing a mid year set up -pensions contributions on payslips would be wrong for the rest of the year