Accounting Ideas

When presented with this screen it shows just one transaction. The option is to "Make Correction" - but I already had done that one. I did not want to do it again.

This would help so much when seeing which bank transactions have a file attached.

It is not a legal requirement to separate PAYE and NI for HMRC purposes anymore so instead of having 2 accounts to balance there will be only 1

Wanted to cease using nominal code and when went to untick visible it said this is a default nominal code for some suppliers. How to find?

The description of the invoice is more important than the type of transaction and needs to be seen easily. We currently have to include all the description in the reference to be able to see it at a glance.

The person who inputs the purchase/sales invoices is rarely the person who controls the chart of accounts. If that gets in a mess it is difficult to correct.

This allows the accountant to quickly see if VAT has been picked up.

I create payment runs from the aged debtors and have to remember if invoices are disputed or I have to check each purchase invoice seperately.

As an independent accountant/bookkeeper I find I am the invited accountant to my SBCA clients. There is also an external accountant who does the statutory filing and tax advise but I cannot invite them as an accountant only as user.

This was used to mark invoices/payments/ when they were inputted - it made finding them very easy to find from the audit trail or 'transactions' tab.