Accounting Ideas

I do business with other businesses. When I sell them product, they pass the tax on to their customer. For example: I charge you $1, you charge your customer $1.06 (Michigan). In order for this to happen I am required to print the customers Tax ID...

Being able to report on quotes by customer, geographic region, value by sales person. Analysis types not available on quotations at present, would be a really good improvement

Would be most helpful if we could turn off the auto numbering as some companies use other software to invoice from and sometimes the invoices are not in numerical order or are unable to create a csv file to import them.

I have entered hundreds of products under products and services, taking the time to enter each products barcode. Yet when I go to create an invoice and scan the barcode it will not bring up the item. I have spoken to support who have said this is ...

It would be useful beside Font choice and Font size to add in Font Align choice

We are a garage and use both Stock Parts and Service on the same invoice. The problem is that we need a sales invoice that does not show part numbers but does show quantity. Currently, the invoice templates to choose from either have part numbers ...

There is no web version of Proforma invoices. Therefore it is not possible to send attachments to the customer. (attachments are only available from the web version)

Currently you have to manually change due date on invoice when converting from quote. eg terms are 60 days but when converting from quote, invoice has due date as same as invoice date. If you just create an invoice it will calculate correct due da...

Where Reference is stated on the Invoice Templates please add PO so it says PO Reference. Customers are sending invoices back saying they are incorrect becsuse it doesnt list a PO. Just by adding PO in front of Reference would solve this problem v...

It would be useful if there were more columns available in sales invoices - currently only 4 - so we can add more details to each line item, such as date, order codes, descriptions etc. As we invoice customers monthly we send consolidated invoices.