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Contributed by an accountant

Tips & tricks

Idea suggested by Ros Northmore 10 years ago

Community

tips

2 1

Pledged: £0

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Recurring Frequency - 3 weeks

Idea suggested by Leon Smith 10 years ago

Accounting

2 3

Pledged: £0

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Quickpay a batch of bills

Idea suggested by Liam McLaughlin 10 years ago

2 11

Pledged: £0

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Date of first auto reminder email

Idea suggested by Kevin Doran 10 years ago

2 1

Pledged: £0

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Receipt Bank

Idea suggested by Ben Gordon 10 years ago

Accounting

2 4

Pledged: £0

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Delivery Notes

Idea suggested by Liam Pearce 10 years ago

2 0

Pledged: £0

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Foreign currency invoices on dashboard

Idea suggested by A Clear Books user 10 years ago

2 1

Implemented

Pledged: £0
Attaching documents to journals

Idea suggested by Ros Northmore 10 years ago

2 1

Pledged: £0

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Mass Allocation when Explaining a Transaction

Idea suggested by Kelly Hatfield 10 years ago

2 1

Pledged: £0

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Co Branding

Idea suggested by Spencer Kendrick 10 years ago

2 2

Pledged: £0

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Detailed Aged Debt Report

Idea suggested by Charline Hurst 10 years ago

2 1

Pledged: £0

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Quote page bad layout

Idea suggested by Richard Worton 10 years ago

2 5

Pledged: £0

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Unsubscribe from Community emails for certain threads

Idea suggested by Kevin Doran 10 years ago

2 3

Pledged: £0

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Using the search bar.

Idea suggested by Ade Rishman Adebayo 10 years ago

2 2

Implemented

Pledged: £0
Converting a draft

Idea suggested by Shirley Wyatt 10 years ago

2 1

Implemented

Pledged: £0
Filters and items per page.

Idea suggested by Ade Rishman Adebayo 10 years ago

2 0

Pledged: £0

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SELECTING INVOICES FOR PAYMENT THROUGH BACS - CLEARBOOKS WILL NOT LET ME CHERRY PICK INVOICES THAT NEED PAYING.HOW DO YOU DEAL WITH THIS CHALLENGE?

Idea suggested by Chris Ncube 10 years ago

2 1

Pledged: £0

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CIS reports: Deductions made by customers report

Idea suggested by Rasa McClure 10 years ago

2 1

Implemented

Pledged: £0
Option to add extra payroll categories

Idea suggested by Toni Coss 10 years ago

2 2

Implemented

Pledged: £0
Can we take it as given that Clear Books is grateful to us for posting our idea and that the more users who express an interest in this idea the more likely it is to be implemented by the developers?

Idea suggested by Tom Trainer 10 years ago

2 2

Pledged: £0

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Auto save when entering invoices/credit notes etc...

Idea suggested by Cliff Wilson 10 years ago

Accounting

2 2

Pledged: £0

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"Overdue" figure in unpaid invoices on dashboard?

Idea suggested by Daniel Dainty 11 years ago

Accounting

Widgets

widget

Dashboard

invoices

2 1

Pledged: £0

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

Idea suggested by Kevin Doran 11 years ago

2 2

Pledged: £0

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Approval process for Purchase Orders

Idea suggested by Lucy Newell 11 years ago

2 3

Implemented

Pledged: £0
Feature to create a request for payment on CBs

Idea suggested by Graham Brown 11 years ago

2 3

Implemented

Pledged: £0
Make attachment upload process easier

Idea suggested by Kevin Doran 11 years ago

2 1

Pledged: £0

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Default supplier and customer currency

Idea suggested by Andrew Moore 11 years ago

2 1

Pledged: £10

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Request for an API integration between Clearbooks and Workflow Max

Idea suggested by Damo Cross 11 years ago

2 1

Pledged: £0

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Idea for statements

Idea suggested by Tracey Richardson 11 years ago

2 1

Pledged: £0

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Recurring invoice GoCardless auto collection on 'due date'?

Idea suggested by Phil Jackson 11 years ago

2 5

Pledged: £0

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Uploaded attachments

Idea suggested by Chris Gaze 11 years ago

2 1

Pledged: £0

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Option to add PDF invoice attachment to invoice email

Idea suggested by Ben Durman 11 years ago

PDF

invoice

email

2 1

Implemented

Pledged: £0
Import rules sort & search

Idea suggested by Paul Scholes 11 years ago

2 1

Pledged: £0

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Hide Completed recurring invoice/bill templates

Idea suggested by Jim McAtear 11 years ago

2 3

Pledged: £0

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'Edit Customer' Link On Invoice Create

Idea suggested by Peter Willis 11 years ago

2 2

Implemented

Pledged: £0
A smarter way to work with clients when reconciling the bank

Idea suggested by Kevin Doran 11 years ago

2 5

Pledged: £0

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Community profiles

Idea suggested by Kevin Doran 11 years ago

2 2

Pledged: £0

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Open Payroll Overtime Payments

Idea suggested by Chris Fraser 11 years ago

2 5

Implemented

Pledged: £0
Update project drop down to show relevant projects when a customer is selected

Idea suggested by Paul Maunders 11 years ago

Project

DropDown

customer

supplier

entity

2 0

Pledged: £0

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Issue with Accrual Date

Idea suggested by James Hyde 11 years ago

2 2

Pledged: £0

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Export Attachments

Idea suggested by paul murray 11 years ago

2 6

Pledged: £0

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Invoice design - position address to show through envelope window

Idea suggested by Jobeda Ali 11 years ago

invoice

Address

envelope

2 0

Pledged: £0

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Go Cardless modification to pre auth page much needed

Idea suggested by Guy Levi 11 years ago

2 1

Pledged: £0

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DETAILED AGED DEBTORS/CREDITORS

Idea suggested by Maya Kemp 11 years ago

AgedDebtors

AgedCreditors

2 1

Implemented

Pledged: £0
User access - limited to read only

Idea suggested by Sharon Bhogal 11 years ago

Accounting

2 4

Pledged: £0

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Project Filtering

Idea suggested by Paul Charlton 11 years ago

Accounting

2 6

Implemented

Pledged: £0
How can I archive closed projects?

Idea suggested by Gemma Garland 11 years ago

Accounting

2 6

Implemented

Pledged: £0
Allow Monday to be set as first day of the week.

Idea suggested by Christophe Lamarliere 11 years ago

History

Yodlee

Accounting

2 8

Implemented

Pledged: £0
Auto logout of the system after a session expires

Idea suggested by James Benson 11 years ago

Accounting

2 1

Implemented

Pledged: £0
Balance Sheet Layout

Idea suggested by Helen Passfield 11 years ago

CardPayments

quotations

Accounting

2 7

Pledged: £0

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