Accounting Ideas

If I create a proforma invoice on the 01/02/22, and then one month later on the 01/03/22 I save it as a sale invoice, the date of the invoice should be automatically changed to the date I am saving it as a sale invoice, to the 01/03/22

Currently these can only be done either in landscape or with the print starting half way down the page. If the printing started much higher up the page it would save a lot of paper.

useful if you want to keep up to date with debtors and creditors.Also useful for integration with Dext or autoentry so that it refreshes and finds matches that have been sent over after a bank refresh

There is a notes area on the statement, yet in company settings, we can assign more for quote, estimate, credits and invoices, but not statements? We use notes to show our bank details

My organisation uses Transaction Analysis codes to mirror the structure of financial reports to the Board. Currently I have to run separate Comparative Profit & Loss reports filtered by a single Transaction analysis code and manually consolida...

Customers who take deposits and then sent invoices have no clean way of showing this

Please can you arrange it so that we can sort purchase invoices by date due rather than the date the invoice was raised?

When entering a new invoice, if a similar transaction already exists the system prompts with a warning message. It would be more helpful however if it actually provided a link to, or reference number for the potential duplicate rather than the use...

To produce an accurate payment run for end of month is not possible if certain invoices have already been paid. If a report is run to end of previous month, any invoices that have been paid in the current month will still show as unpaid. This can ...

Para evitar tener que meter manualmente la factura en el modelo 303 y cometer errores con Hacienda.