Accounting Ideas

When I look at a list of Purchases or Sales Invoices, I cannot see if there are any files attached to each Invoice unless I enter each Invoice individually, Can you add the option on the Invoices listing section that I can see immediately if there...

Sometimes I want to go directly to Reconcile but there are too many steps. I suggest having a dropdown from the Banking menu on the main Home screen - similar to when you hover over other menus.

It would be useful to be able to search the audit trail by transaction number (like in Sage 50c) rather than having to trawl through the transactions.

In Sage 50 you can reconcile to any date you like but in Accounting you can only reconcile to the date of the last transaction posted which is very limiting

please make rules an option on imported bank statements aswell as bank feeds as not all clients are on bank feeds

I don't see Co-op Business on your integration list - only personal banking. While this is not a deal-breaker at the moment, it might become one as we expand.

Would be good to be able to edit transaction from with in the bank rec screen. sometimes clients have duplicated items which would be ideal to edit while completing the bank rec.

I would like the ability to export the contact records out to the import template, this will allow an easy swap over when businesses change status i.e sole trader to Ltd and need to setup a new company, instead of pulling csv files out which do no...

When creating an invoice, the sales price is as per the set product price. Of course these prices change, and can be manually adjusted doing each invoice. But if when the price was changed, a pop-up gave you the option to set the new price as the ...

I have recently changed from Sage 50 and am used to using recurring invoices. When setting a recurring invoice I need to be able to set up on any day of any month not just up to the 28th & then last day. I understand not all months have the sa...