Ideas

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Contributed by an accountant

Credit Notes processed in the Bills inbox

Idea suggested by Kerry Nuttall 3 weeks ago

0 4

Pledged: £0

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Expenses CSV Download - is there a way to include the Rental Property Name

Idea suggested by Pauline Woodend 3 weeks ago

0 1

Pledged: £0

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Clearbooks and GoHighLevel

Idea suggested by Carl 1 year ago

Gohighlevel

intergration

0 4

Pledged: £0

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Produce a statement for a customer between set dates

Idea suggested by Jan Rydon 1 year ago

0 1

Pledged: £0

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Mobile App - Mark an invoice as paid

Idea suggested by Ian Wilson 7 years ago

mobile

1 4

Pledged: £0

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Capitalontap

Idea suggested by Gareth Ricketts 6 years ago

1 26

Pledged: £0

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Purchase Order - Approvals

Idea suggested by Gareth Ricketts 3 years ago

1 5

Implemented

Pledged: £0
Cash basis accounting

Idea suggested by Kevin Watkins 2 months ago

0 6

Implemented

Pledged: £0
Navigating in Clearbooks and deleting duplicate entries

Idea suggested by Atinuke Isamah 5 months ago

0 2

Pledged: £0

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Mileage

Idea suggested by Stephen Ingledew 10 months ago

1 7

Implemented

Pledged: £0
Project Analysis and Depreciation

Idea suggested by Gordon Ramsey 4 years ago

0 3

Implemented

Pledged: £0
ID references on Transactions reports

Idea suggested by Ros Northmore 12 years ago

4 2

Implemented

Pledged: £0
Change report Drill downs / Transaction report

Idea suggested by Tony Crundell 7 years ago

0 4

Implemented

Pledged: £0
Landlords - hide/remove account types

Idea suggested by Darren Rose 7 months ago

1 2

Pledged: £0

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UX - Account Groups - when Recording Income

Idea suggested by Darren Rose 7 months ago

0 1

Pledged: £0

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Include Account Type in Expenses list view

Idea suggested by Darren Rose 7 months ago

0 1

Pledged: £0

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Accounting Periods

Idea suggested by Darren Rose 7 months ago

0 1

Pledged: £0

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Quick search a ClearBooks reference

Idea suggested by Simon Jackson 7 months ago

0 1

Pledged: £0

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Email P45

Idea suggested by Damon Reynolds 7 months ago

0 1

Pledged: £0

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Auto Amazon statements Imports

Idea suggested by John Fouracre 14 years ago

Accounting

9 5

Pledged: £0

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API Access to Timesheets

Idea suggested by Michael Martin 8 months ago

API

0 1

Pledged: £0

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Ability to highlight text in summary boxes on quotes

Idea suggested by Caroline Wright 9 months ago

0 1

Pledged: £0

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Delivery Note

Idea suggested by Bharat Kerai 9 months ago

0 1

Pledged: £0

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Removal of unused / old nominal codes

Idea suggested by David Goldsmith 9 months ago

0 1

Pledged: £0

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ADD Tools and uniform section for expenses

Idea suggested by Stephen Ingledew 10 months ago

0 3

Implemented

Pledged: £0
Payroll: Allow automatic emailing of P45's

Idea suggested by Kevin Doran 11 years ago

4 6

Pledged: £5

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adding interest onto the credit card account

Idea suggested by Teresa Mayo 12 months ago

0 7

Pledged: £0

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PAPDIS File Output

Idea suggested by Nick _ 12 months ago

0 0

Pledged: £0

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Transport Types - Needs an archive function

Idea suggested by Luke Fitzmaurice 1 year ago

expenses

Vehicles

archive

0 2

Pledged: £0

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Display of total hours booked per day and work week on timesheets

Idea suggested by Hollie Jennings 12 months ago

0 1

Pledged: £0

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Cumulative turnover for VAT purposes

Idea suggested by Chris Caspell 15 years ago

Accounting

3 6

Pledged: £0

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Place and 'Accept' Button in HTML for Quotes (like Pay Now button on invoices)

Idea suggested by Neil Harvey 13 years ago

6 4

Implemented

Pledged: £0
Stripe Integration - Auto Reconcile Fee Transactions

Idea suggested by Mike Ellis 6 years ago

stripe

fee

transactions

automate

0 1

Implemented

Pledged: £0
Auto Reconcile Invoices

Idea suggested by Mike Ellis 6 years ago

invoice

allocation

Payment

1 1

Implemented

Pledged: £0
Bank reconcilation - Tick All

Idea suggested by Mike Ellis 1 year ago

BankReconcilliation

stripe

0 3

Implemented

Pledged: £0
Attach document to Fixed Asset entry

Idea suggested by Helen Lawrence 5 years ago

0 2

Implemented

Pledged: £0
Disputes and Queries

Idea suggested by Gareth Ricketts 1 year ago

1 1

Pledged: £0

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Add Notes Anywhere

Idea suggested by Gareth Ricketts 1 year ago

0 1

Pledged: £0

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Duplicate an employee function

Idea suggested by Damon Reynolds 1 year ago

0 1

Pledged: £0

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Create a sales credit note from an invoice

Idea suggested by Adrian Bhagat 2 years ago

0 2

Implemented

Pledged: £0
Delivery Note to feature Invoice Reference

Idea suggested by Ryan Collins 2 years ago

deliverynote

0 1

Pledged: £0

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Searchable Customer List

Idea suggested by Elain Higlett 2 years ago

0 1

Implemented

Pledged: £0
Functionality in Bills Inbox

Idea suggested by Simon Hancott 3 years ago

1 4

Pledged: £0

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Zapier Integration

Idea suggested by Neil Williams 12 years ago

7 19

Pledged: £0

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Display who raised a Purchase Order

Idea suggested by David Foster 12 years ago

3 4

Implemented

Pledged: £0
Management Checks on PO's

Idea suggested by Pete Rowlands 13 years ago

3 3

Implemented

Pledged: £0
Approval process for Purchase Orders

Idea suggested by Lucy Newell 12 years ago

2 3

Implemented

Pledged: £0
Have the ability to attach delivery notes to P/O's and then these to purchase invoices for traceability

Idea suggested by Caroline Wright 2 years ago

0 3

Implemented

Pledged: £0
add attachments from Explain screen in Money

Idea suggested by Helen Lawrence 5 years ago

3 5

Implemented

Pledged: £0
Store PO Details

Idea suggested by Paul Green 2 years ago

InvoicingSuggestion

0 0

Pledged: £0

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