Ideas

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Contributed by an accountant

Suggested changes to Management Report

Idea suggested by Chris Scullard 10 years ago

4 2

Pledged: £0

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Add multiple delivery addresses for customers

Idea suggested by Lee Tunnicliffe 10 years ago

4 2

Pledged: £0

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Balances owed to HMRC should not be in trade creditors

Idea suggested by Kevin Doran 10 years ago

4 3

Pledged: £0

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ID references on Transactions reports

Idea suggested by Ros Northmore 10 years ago

4 1

Pledged: £0

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Recurring invoices with variable date descriptions

Idea suggested by alex Capone 10 years ago

4 7

Pledged: £0

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Flexible invoice terms (30 days + EOM)

Idea suggested by Daniel Dainty 10 years ago

Accounting

4 0

Implemented

Pledged: £0
Trial balance - picking the period

Idea suggested by Ros Northmore 10 years ago

4 5

Pledged: £0

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Draft invoice: It's not clear what "Update" or "Save" buttons do

Idea suggested by Daniel Dainty 10 years ago

Accounting

4 8

Implemented

Pledged: £0
Paying Suppliers in bulk

Idea suggested by Janet Stevenson 10 years ago

4 5

Pledged: £0

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Only a really silly thing re transfers

Idea suggested by Kevin Doran 10 years ago

4 3

Pledged: £0

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Ability to unsubscribe from community post updates

Idea suggested by Kevin Doran 10 years ago

4 1

Pledged: £0

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simplify payment allocation when payment is for one invoice

Idea suggested by Martin Briggs 11 years ago

4 10

Implemented

Pledged: £0
Full P&L overhaul

Idea suggested by Kevin Doran 11 years ago

4 9

Pledged: £0

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Mutiple Suppliers per bill for expenses

Idea suggested by Alistair Wood 11 years ago

expenses

4 5

Pledged: £0

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Linked Invoicing to Suppliers / Clients on Clearbooks

Idea suggested by Dean Vale 11 years ago

Bills

invoices

payments

4 7

Pledged: £0

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Auto Enrolment Pensions

Idea suggested by Philip Hoppenbrouwers 11 years ago

4 2

Pledged: £0

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Removing 'payment method' as an input option

Idea suggested by Kevin Doran 11 years ago

4 2

Implemented

Pledged: £0
Add more complex permissions option to allow client's to restrict their employees access to view only 'money in' but not 'money out' items.

Idea suggested by Phil Jackson 11 years ago

4 3

Pledged: £0

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Confirm deletion of transactions from imported statements

Idea suggested by Martin Pollard 11 years ago

4 33

Implemented

Pledged: £0
Quote to Recurring Invoice

Idea suggested by Daniel Dainty 11 years ago

Accounting

quotes

RecurringInvoices

4 7

Implemented

Pledged: £0
Annual CIS statements and subcontractors

Idea suggested by Chris Allen 11 years ago

4 1

Pledged: £0

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Check for duplication of imported data - such as bank statements

Idea suggested by Graeme Loudain 11 years ago

4 9

Implemented

Pledged: £0
Journal templates and more

Idea suggested by Kevin Doran 11 years ago

unallocated

Accounting

4 1

Pledged: £0

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PDF bank reconciliation

Idea suggested by Brenda Stobbart 11 years ago

Accounting

4 8

Implemented

Pledged: £0
Custom reports

Idea suggested by John Panton-Reynolds 11 years ago

Accounting

4 2

Pledged: £0

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Journal entry description

Idea suggested by Jasmine Iqbal 11 years ago

subscription

Accounting

4 7

Implemented

Pledged: £0
Modify Roles

Idea suggested by Graham Logie 12 years ago

children

BatchPosting

Accounting

4 5

Pledged: £0

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End of month payment terms

Idea suggested by Ian Bridges 12 years ago

Accounting

4 1

Pledged: £0

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A different narrative descrIption for each journal line

Idea suggested by Andrew McKellar 12 years ago

subscription

SiteLinks

Accounting

4 1

Implemented

Pledged: £0
Email CIS Subcontractor Statements

Idea suggested by alex ellvers 12 years ago

Characters

viapost

ProformaInvoice

ANNOYING

Accounting

4 8

Pledged: £0

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Monthly CIS Summary - Print view

Idea suggested by Julie McNeil 12 years ago

Characters

Accounting

4 4

Pledged: £0

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Management report

Idea suggested by Martyn Keates 12 years ago

Accounting

4 1

Pledged: £0

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Currency on Import Tool

Idea suggested by Pete Church 13 years ago
subscription

Accounting
ClearBooks

Settings
4 8

Pledged: £0

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Suppliers that have net monthly credit terms

Idea suggested by Iain Wilkie 13 years ago

Accounting

4 3

Implemented

Pledged: £0
Stock valuation report

Idea suggested by Mark Robinson 13 years ago

Accounting

4 1

Pledged: £0

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Edit CIS invoices

Idea suggested by Linda Irvine 13 years ago

Accounting

4 2

Implemented

Pledged: £0
Zero valued transactions

Idea suggested by Joanna Renwick 13 years ago

validation

Accounting

4 4

Implemented

Pledged: £0
PDF Customer statement

Idea suggested by John Fouracre 13 years ago

Accounting

4 2

Implemented

Pledged: £0
Regex or wildcards in import rules

Idea suggested by Stephen Hall 13 years ago

Accounting

4 1

Pledged: £0

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add attachments from Explain screen in Money

Idea suggested by Helen Lawrence 3 years ago

3 5

Implemented

Pledged: £0
Customers/Suppliers - Allow nominals to be imported

Idea suggested by Kevin Doran 9 years ago

3 1

Pledged: £0

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pay now button on invoices - gocardless

Idea suggested by Tony Crundell 9 years ago

3 1

Pledged: £0

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Bank Import Allocation

Idea suggested by Megan Bell 9 years ago

3 3

Pledged: £0

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Payroll: Import method for new staff members

Idea suggested by Kevin Doran 9 years ago
Payroll

Employees
3 4

Pledged: £0

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CSV export for income reports

Idea suggested by Colin Hardie 9 years ago

3 1

Pledged: £0

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Open PDFs in new tab/window

Idea suggested by Simon Jackson 10 years ago

3 1

Pledged: £0

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Explaining credit card transactions with attachments

Idea suggested by Dana Turner 10 years ago

3 6

Implemented

Pledged: £0
The ability to create HMRC entities from within Accounting > Details > Tax and/or Payroll > Employer > Details

Idea suggested by Kevin Doran 10 years ago

VAT

Payroll

hmrc

3 1

Pledged: £0

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Late Payment Invoices

Idea suggested by Bob Geal 10 years ago

3 5

Pledged: £0

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Keeping track of previous PAYE codes

Idea suggested by Ros Northmore 10 years ago

open

Payroll

paye

Tax

code

3 6

Pledged: £0

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