Accounting Ideas

Really happy to see that recurring invoices have been added, but we really need to be able sort these by the column headings and/or to be able to export to csv so that we can cross-reference these.

Make it possible to switch off prompts,

At the moment if you have added a main contact name to the customer record, this name automatically appears on the sales invoice. I do not want the contact name to appear on the invoice but I need to know the name of the main contact. There should...

Would be useful to be able to underline or bold text for example. Change the colour etc.

Sometimes estimates involve typing in a lot of detail. If we've forgotten to add something in and need it to go on a new line between two previous lines, or we need to reorder the information we've inserted, we have to pretty much start from scrat...

when you create a customer file there is a default email address assigned to it. when creating estimates and invoices it defaults to that email, it would be good if you could choose a different contact from a drop down menu.

To be able to generate invoices from each branch that processes the work rather than only including the head office address

Can we have a 'call back' option. When we send quotes/estimates we can set up a date informing us that a call back is due

To make it easier to see if invoices are paid or unpaid, it would be good to indicate with colours, like green & red

When we generate invoices and make a payment off it, we can't add any notes like mode of delivery, marketing materials that were included in the order, etc. If there was a way to add a note to the sales Invoice/Order after a payment has been taken...