Ideas

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Contributed by an accountant

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 13 years ago

1 2

Pledged: £0

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Printing Detailed Aging for non-Sterling invoices

Idea suggested by Erica Syrdal 13 years ago

1 2

Pledged: £0

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Mutiple Suppliers per bill for expenses

Idea suggested by Alistair Wood 13 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 15 years ago

Accounting

3 2

Implemented

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

Idea suggested by Alex Redmond 13 years ago

1 3

Pledged: £0

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Preview emails

Idea suggested by John O'Shea 14 years ago

Accounting

3 2

Pledged: £0

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Notes in payroll

Idea suggested by Joanna Buckee 13 years ago

1 0

Pledged: £0

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Import tool

Idea suggested by Brian T 13 years ago

ClearBooksUser

Community

Accounting

1 1

Pledged: £50

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Default supplier and customer currency

Idea suggested by Andrew Moore 13 years ago

2 1

Pledged: £10

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Clearbooks Project Report - CSV/PDF option

Idea suggested by Amber Dagnall 13 years ago

5 3

Implemented

Pledged: £0
Layout of Profit and Loss

Idea suggested by Catherine Duff 13 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 14 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 13 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 14 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 13 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 13 years ago

1 1

Pledged: £0

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Idea for statements

Idea suggested by Tracey Richardson 13 years ago

2 1

Pledged: £0

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Schedulling- as an add on?

Idea suggested by Trudy Griffin 13 years ago

1 1

Pledged: £0

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Convert a normal invoice into a recurring invoice

Idea suggested by Andrew Petri 15 years ago

Accounting

3 2

Implemented

Pledged: £0
Quote to Recurring Invoice

Idea suggested by Daniel Dainty 13 years ago

Accounting

quotes

RecurringInvoices

4 7

Implemented

Pledged: £0
Generate a recurring invoices from a quote

Idea suggested by Claire Kennedy 14 years ago
subscription

Accounting
ClearBooks

Settings
2 3

Implemented

Pledged: £0
Convert Invoice to Recurring Invoice

Idea suggested by Barry Dixon 14 years ago

swift

subscription

Accounting

5 3

Implemented

Pledged: £0
Recurring invoices from existing invoices

Idea suggested by Gemma Oversby 15 years ago

Accounting

1 2

Implemented

Pledged: £0
Turn a normal invoice to recurring invoice?

Idea suggested by Ludwig Arcache 13 years ago

Accounting

0 3

Implemented

Pledged: £0
Import rule search term > 50 chars

Idea suggested by Darren Green 13 years ago

bank

Accounting

2 5

Pledged: £0

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A smarter way to work with clients when reconciling the bank

Idea suggested by Kevin Doran 13 years ago

2 5

Pledged: £0

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"Create Quote" button on the Customer's page

Idea suggested by Daniel Dainty 13 years ago

customer

quote

workflow

CreateQuote

1 3

Implemented

Pledged: £0
Linked Invoicing to Suppliers / Clients on Clearbooks

Idea suggested by Dean Vale 13 years ago

Bills

invoices

payments

4 7

Pledged: £0

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Amending Reoccuring Invoice Dates

Idea suggested by Dean Vale 13 years ago

1 2

Pledged: £0

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Add a Purchase Order status field and workflow

Idea suggested by Andrew James 13 years ago

revaluation

AvailableFunds

statement

ChangeDates

Accounting

2 1

Implemented

Pledged: £0
Purchase Orders already Invoiced

Idea suggested by Martin Horton 15 years ago

Accounting

2 4

Implemented

Pledged: £0
Purchase order

Idea suggested by Mike Walker 14 years ago

revaluation

AvailableFunds

Accounting

1 1

Implemented

Pledged: £0
Add a billed Purchase orders tab, or complete PO button?

Idea suggested by Andrew Moore 13 years ago

Partners

Accounting

1 1

Implemented

Pledged: £0
Open Purchase Orders

Idea suggested by Michael Beaver 13 years ago

PurchaseOrders

6 4

Implemented

Pledged: £0
Purchase Orders

Idea suggested by John Fouracre 14 years ago

Accounting

2 1

Implemented

Pledged: £0
Custom reports

Idea suggested by John Panton-Reynolds 13 years ago

Accounting

4 2

Pledged: £0

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Timesheet API?

Idea suggested by Albert Peck 13 years ago

timesheets

API

Automation

make-life-easier

3 8

Pledged: £0

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Uploaded attachments

Idea suggested by Chris Gaze 13 years ago

2 1

Pledged: £0

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Stock control and valuation.

Idea suggested by Rob Wright 13 years ago

6 1

Pledged: £0

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