Accounting Ideas
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Searching for transactions
In the software I find it time consuming to find transactions. Why can't I just say what I am looking for and the system then gives me all transactions in the software that match the criteria. It is so time consuming going in and out of banks/ sup...
Created 27 Jan 17:57
Setup - Navigation - Lists - Usability
7
Great Idea Currently In The Works
105
Vote
Flipping through invoices
When looking at the invoices we have to click on it and go back to sales every time, it would be a time saver to be able to flip to the next one instead.
Created 23 Nov 19:03
Sales / Setup - Navigation - Lists - Usability
1
Great Idea Currently In The Works
83
Vote
Reminders/Notifications
This would help chase up clients for payment
Created 10 Dec 23:49
Processing / Setup - Navigation - Lists - Usability
2
Great Idea Currently In The Works
13
Vote
Allow templates to add proper header and footer branding and larger format logos
The current system unlike the desk top version does not allow me to use branded graphics at the header and footer of my invoices. Also the size constraints of the uploaded logo means that it is too small to read properly.
Created 24 Nov 08:58
Setup - Navigation - Lists - Usability
0
Great Idea Currently In The Works
11
Vote
More/better search options.
For ease of navigating and locating information it would be nice if we could also search through the customer database by their address and/or zip code.
Created 09 Jun 17:16
Setup - Navigation - Lists - Usability
0
Great Idea Currently In The Works
10
Vote
I have to change the settings in the statements template every time I need to send them out
I have to change the settings in statements to remove the overdue label in red every time I send out statements. My preferences won't save and it's frustrating to have to do it every time I need to generate
Created 04 Feb 10:39
Setup - Navigation - Lists - Usability
0
Great Idea Currently In The Works
6
Vote
Ability to filter customers, suppliers and products
As in Sage 50 using the filter button
Created 10 Sep 08:07
Setup - Navigation - Lists - Usability
0
Great Idea Currently In The Works
5
Vote
removing client from list
When removing a client from the practice this should be a step either only managers can do AND something you need to confirm at least twice or enter your password for added security to confirm changes. We've experienced a junior member of staff ac...
Created 09 Dec 11:41
Setup - Navigation - Lists - Usability
0
Great Idea Currently In The Works
3
Vote
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
Setup - Navigation - Lists - Usability
1
Great Idea Currently In The Works