Accounting Ideas

When you change the filtering rules on the products and services list and click into product or come off the page, the filter defaults to the original state.

I currently use an app to upload and import a receipt or purchase invoice. This has a couple of functions, it can access the camera on my phone to create a jpeg file, or I can use the bespoke email address that I can forward invoices, or hand out ...

It would be great to see Unity Trust bank added as a bank feed

Copy the quote onto the invoice and then add the notes on to it aswell else you have to write it all out again with the note specifically for the invoice

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

When our clients don't give us all supplier invoices/credit notes we put payments on account from the bank feed to then export a list of invoices not supplied. Currently you can not put a refund on supplier account from the bank feed this also cau...

Customers accounts default the statements to be sent by post. If we can add an email when creating contact and default to email rather than post to save customers manually changing this in each contact.

Please could you enable customer names, addresses, contact names, email addresses and analysis codes to be imported to existing customer records. This would make it far easier to incorporate changed details from other systems and to use analysis c...

The way analysis types are set up, it seems like they were thrown in as an afterthought. They were one of the selling points for me, and I have been disappointed with how awkward they are to use. There should be a tab at the top, that brings you t...

When your browser window is maximised the very feint '? What's new' sits over the top of the cross in top right corner (cross that closes dialog box) making it look all blurred. Even when not maximised the What's new is so feint you'd hardly know ...