Accounting Ideas
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Custom Invoice Template
I would like to be able to customise an invoice template so it matches into my current branding. I've noticed Xero offer this and would be a great improvement to keep brand consistancy.
Created 6 May 02:08pm
Setup - Navigation - Lists - Usability
43
Love This Idea Likely To Be Coming Your Way
345
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Calculate net from gross
I'd like to enter gross (tax inclusive) values, and have Accounting work out the net value automatically, in invoicing and quick entries. Sage 50 has this feature when posting in the sales and purchase ledger.
Created 23 Nov 07:27pm
Processing
31
Love This Idea Likely To Be Coming Your Way
135
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Ability to add or remove a line just as F7 and F8 works on Sage Line 50
The F7 or F8 keys were very handy in Sage line 50 as I do a lot of entries with dates now if I make a mistake right at the end, I then have to delete all the lines prior to the mistake to rectify it.
Created 16 May 08:41pm
Sales
8
Love This Idea Likely To Be Coming Your Way
113
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When entering batches of purchase invoices, replicate the functions F6 and F9 from Sage 50
It would simply speed up data entry. Not being able 'repeat row above' or 'calculate net' seems an obviouis ommission
Created 4 May 02:02pm
Purchasing
3
Love This Idea Likely To Be Coming Your Way
125
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Make Cloud version like Sage 50
Budget Reports Audit Trail Reports and more reports.
Created 8 Sep 01:47pm
Reporting
9
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22
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PO Number on Invoice
Where Reference is stated on the Invoice Templates please add PO so it says PO Reference. Customers are sending invoices back saying they are incorrect becsuse it doesnt list a PO. Just by adding PO in front of Reference would solve this problem v...
Created 10 Feb 10:09am
Processing / Purchasing / Sales
1
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108
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A gentle reminder sent to the customer when an invoice becomes overdue
A facility to send an automated "gentle reminder" when an invoice becomes over due? With the option of setting specific timeframes after which reminders will be activated? Would help small business that have to chase payments.
Created 6 Jul 01:30pm
Payments
5
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72
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Flipping through invoices
When looking at the invoices we have to click on it and go back to sales every time, it would be a time saver to be able to flip to the next one instead.
Created 23 Nov 07:03pm
Setup - Navigation - Lists - Usability
1
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35
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Recurring journals
Automatically posting journals each month that are going to repeat (set rules and dates same as recurring invoices), eg depreciation, straight line loan interest, unwinding a prepayment etc. Xero has this, very useful.
Created 9 Jul 09:23am
Automation
1
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1
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Comparative report for Balance Sheet and Trial Balance
Right now I can see compartitive report for Profit and Loss Report but not for Balance Sheet and Trial balance as for these two reports its upto a date total, I think the comperitive report for Balance sheet and Trial Balance is neccessory as well...
Created 23 Jun 10:34am
Reporting
0
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