Accounting Ideas

When listing transactions in nominal listing and then editing one the system takes you back to the beginning so that you have to enter the period details again. Would be good to go back to the previous list.

We have a repeated journal entry that we have to do for each sale we do. It is the same each time, transferring funds between the same nominal accounts each time. It would be great to be able to set up a template for journals that we could use eac...

disputed invoices, and the status showing on the aged crs report or similar to show any invoices disputed. Currently we can only see via a report a list of any disputed items within Purchase invoices for each account, but unfortunately this also d...

Sometimes an invoice needs a brief description. A row with just a description field would be useful.

Sometimes there are adjustments to invoices but rows are always added to the bottom. The ability to insert or delete rows would be useful.

Have the ability to filter out any suppliers or customers who's balances are £0.00. Therefore reducing the customer and suppliers lists, making it easier to see and analyse.

Adding the due date column (or the ability to show the due date via a wagon wheel as in other areas) would allow for easy indentification of invoices/cr notes that represent the overdue balance.

There is no where to record credit control info. unless you keep a copy in your emails. we would find it easier working with our clients to see a history of what has been sent and when.

we would be able to add copies of spreadsheets for all to amend and view. some reconciliations would be better kept with the accounts for ease of access.