Thoughts on improving ClearBooks
Idea suggested by Andy Miller 4 years ago
As a new user, but one who has just imported into ClearBooks the best part of 2,000 sales invoices, 2000 bills plus connected payments, some in other currencies, I decided to put together the improvements that I believe would benefit existing users and improve your sales to others seeking a cloud accounting solution. Thought it might be a useful basis to generate some comment from other users on their needs and priorities. I know quite a number of the points have been raised before over the years but I thought it would be useful to put them together.
1 import - Extend PO field size (I can’t believe we’re the only organisation to have used PO numbers longer than the import limitation)
2 import - allow FX invoices (Appreciate this may be a big job but how many prospects don’t become customers because of this)
3 import - allow fx payments (‘’ ‘’ ‘’ ‘')
4 import credit notes facility
5 Product sales report - (Cant believe this is not provided! Your sales line output is not a substitute as it does not have item name. Every company that produces physical products wants such a report. As a stopgap to providing a built in report - how much resource can adding sales name to the export involve?
6 Invoices / POs / Quotes different names on Quotes from POs from Invoices. The majority companies have different people doing sales quote from POs, to issuing invoices - so allow different contact name & email for invoices than quotes than POs)
7 Invoices - allow removal of customer contact email & Tel number from invoices (after all the customer knows their own name and telephone number)
8 Allocating payments - would be better for displayed unpaid invoices to show a blank box for allocation and then have a tick box for allocate full amount. This is because often the order the invoices appear on the screen is not the same as the invoices you want to allocate money to. therefore you have to mess about clearing boxes with figures in and then entering other figures in the boxes further down the list
9 Allocating payments - would be useful to show due date as well / instead of bill date
10 Allocating payments - Non GBP - allow one payment to be allocated to multiple invoices at same time
11 Allocating payments. If you enter a payment NOT in GBP remember this so the person does not have to click the currency drop down every time to see the invoices to post against in the correct currency.
12 Allocating credit notes - show running total on screen of amount left to allocate
13 Payments Due Report - or at the very least for unpaid bills allow filtering by invoice due date range & / or have separate report function with cumulative totals for this ideally grouped by vendor - another basic accounting report not provided.
17 Contact Info - Add default currency setting field
18 Contact Info - Have true multiple contacts per organisation. Currently additional users have limited use and can’t be exported.
19 Contact info - Role - where can either put job title or perhaps of more use their function for ALL contacts both prime and additional users
20 Merge customers. Contact name info from entity on left should be carried into new entity currently it is lost.
21 Have number of items per page preference in session cookie / account settings so you dont have to enter this dozens of times per session