Ideas

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Contributed by an accountant

Different Brands / Invoicing

Idea suggested by Stephen Rippingale-Peters 12 years ago

Brand

invoice

Identity

themes

InvoiceTheme

MultipleCompanies

multipleBrands

banking

BankAccounts

0 1

Pledged: £0

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Expenses

Idea suggested by Toni Coss 13 years ago

Accounting

6 2

Implemented

Pledged: £0
Auto save when entering invoices/credit notes etc...

Idea suggested by Cliff Wilson 12 years ago

Accounting

2 2

Pledged: £0

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Ability to unsubscribe from community post updates

Idea suggested by Kevin Doran 12 years ago

4 1

Pledged: £0

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"Overdue" figure in unpaid invoices on dashboard?

Idea suggested by Daniel Dainty 12 years ago

Accounting

Widgets

widget

Dashboard

invoices

2 1

Pledged: £0

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Bulk Email

Idea suggested by Samuel Hayhurst 12 years ago

1 1

Pledged: £0

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Link to PO on Bill

Idea suggested by Lucy Newell 12 years ago

3 2

Implemented

Pledged: £0
Journals should show account codes in the drop down menus when choosing which accounts to post transactions to.

Idea suggested by Phil Cockayne 12 years ago

0 5

Pledged: £0

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Projects - Filtering Lists

Idea suggested by Derek Gillanders 12 years ago

Projects

1 1

Pledged: £0

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Batch Bill - remove 'Batch Processed' text and allow optional input

Idea suggested by Kevin Doran 12 years ago

2 2

Pledged: £0

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setting off overpayment against amount received to repay this

Idea suggested by Martin Briggs 12 years ago

1 4

Pledged: £0

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Approving multicurrency and home currency expenses simultaneously.

Idea suggested by Pete Church 13 years ago

LatePayment

DateEntry

Accounting

1 4

Pledged: £0

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Dates in Reports

Idea suggested by SM Stewart 12 years ago

1 1

Pledged: £0

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Searching by bill due date.

Idea suggested by Ade Rishman Adebayo 12 years ago

1 1

Pledged: £0

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EOM payment terms

Idea suggested by Bradley Davies 12 years ago

3 1

Implemented

Pledged: £0
Sending Expenses Claims back to claimee

Idea suggested by Lynda-Marie Curtis 12 years ago

3 1

Pledged: £0

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Ability to export PDF Invoices in Bulk

Idea suggested by Andy Gambles 12 years ago

invoice

PDF

3 1

Pledged: £0

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Payroll

Idea suggested by Kathryn Herring 12 years ago

0 1

Pledged: £0

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CIS Contractor Payment and Deduction Statements

Idea suggested by Julie McNeil 14 years ago

Accounting

5 2

Implemented

Pledged: £0
Recurring invoice / expense next due date.

Idea suggested by James Benson 14 years ago

Accounting

3 3

Pledged: £0

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Manual CIS Subcontractor Verification

Idea suggested by alex ellvers 14 years ago

Accounting

5 1

Implemented

Pledged: £0
Formatting is crappy when submitting a ticket from a page

Idea suggested by Daniel Dainty 12 years ago

1 5

Implemented

Pledged: £0
Ability to enter invoices in batches

Idea suggested by Shirley Martin 12 years ago

0 1

Pledged: £0

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Make attachment upload process easier

Idea suggested by Kevin Doran 12 years ago

2 1

Implemented

Pledged: £0
Email templates

Idea suggested by Steve Berridge 12 years ago

0 1

Pledged: £0

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Marketing emails

Idea suggested by tristan merry-howe 12 years ago

1 1

Pledged: £0

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Freetext field for budget assumptions and notes

Idea suggested by Nel Hargrave 12 years ago

0 1

Pledged: £0
More CSV Download Options (PDFs are pretty useless)

Idea suggested by Tom Trainer 12 years ago

1 1

Pledged: £0

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Subtotals on pdf VAT report

Idea suggested by Stephen Youngs FCCA 12 years ago

1 2

Pledged: £0

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Staffroom and Date Selection

Idea suggested by Jim McAtear 12 years ago

0 0

Implemented

Pledged: £0
Project code and reports

Idea suggested by Michele Loglisci 12 years ago

1 2

Pledged: £0

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Printing Detailed Aging for non-Sterling invoices

Idea suggested by Erica Syrdal 12 years ago

1 2

Pledged: £0

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Mutiple Suppliers per bill for expenses

Idea suggested by Alistair Wood 12 years ago

expenses

4 5

Pledged: £0

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Delivery Notes

Idea suggested by Andy Bull 15 years ago

validation

layout

DepositInvoiceQuote

PrivateCalls

Accounting

12 58

Implemented

Pledged: £0
Currency on Import Tool

Idea suggested by Pete Church 14 years ago
subscription

Accounting
ClearBooks

Settings
4 8

Pledged: £0

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Import invoices using import tool in multi-currency

Idea suggested by John Fouracre 14 years ago

Accounting

3 2

Implemented

Pledged: £0
Looking for an invoice template with a page-wide logo

Idea suggested by Alex Redmond 12 years ago

1 3

Pledged: £0

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Preview emails

Idea suggested by John O'Shea 13 years ago

Accounting

3 2

Pledged: £0

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Notes in payroll

Idea suggested by Joanna Buckee 12 years ago

1 0

Pledged: £0

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Import tool

Idea suggested by Brian T 12 years ago

ClearBooksUser

Community

Accounting

1 1

Pledged: £50

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Default supplier and customer currency

Idea suggested by Andrew Moore 12 years ago

2 1

Pledged: £10

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Clearbooks Project Report - CSV/PDF option

Idea suggested by Amber Dagnall 12 years ago

5 3

Implemented

Pledged: £0
Layout of Profit and Loss

Idea suggested by Catherine Duff 12 years ago

1 1

Pledged: £0

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Quotes/drafts to automatically go into a forecast

Idea suggested by Keri Dobson 14 years ago

subscription

Accounting

3 2

Pledged: £0

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Show all quotes and quote total on home screen?

Idea suggested by Richard Worton 13 years ago

Accounting

1 1

Implemented

Pledged: £0
Ability to control the order of preset nominal codes on financial statements.

Idea suggested by Janet Miller 12 years ago

1 2

Pledged: £0

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Unable to print some reports ie Reports/All/payments by customer/income by customer

Idea suggested by Trudy Griffin 13 years ago

Accounting

2 3

Pledged: £0

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Request for an API integration between Clearbooks and Workflow Max

Idea suggested by Damo Cross 12 years ago

2 1

Pledged: £0

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Ability to change the settlement account linked to adhoc expense claims

Idea suggested by Kevin Doran 12 years ago

1 1

Pledged: £0

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Idea for statements

Idea suggested by Tracey Richardson 12 years ago

2 1

Pledged: £0

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