Accounting Ideas

Sales staff putting in expenses when on the road.

Currently a user needs to be set up as System Manager in order to use the mobile app which gives them full access to the system. Need the ability to restrict users to certain areas via the app. Eg. sales people on the road need the ability to crea...

I would like the option of a box on the app to ask the customer to sign on site. For exampleI attend site at a hopital supplies area to fix their lock, the personel sign for the job once the invoice is generated. The signature is then attatched at...

currently the app only displays the calendar year and not the financial year.

Annoying have to go to laptop to complete this simple task rather than being able to do it immediately from app.

This would be an amazing mobile feature as Im always on my phone and I can categorize expenses as they come in from my bank feed. I downloaded the app thinking I could do this but found out that it is not the case.

I’d like to see attached invoices in the app

the app is good that you can create invoices and send them to the printer only down side is you cant print the delivery note as well. can this be added to the app.

a current VAT status in the app would be very helpful to keep up with cash flow . I’d like to know all the time what I owe or is owed to me

Accountants should be able to log in to the mobile app and to record transactions the same way that clients can