Ideas

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Contributed by an accountant

CIS reports: Deductions made by customers report

Idea suggested by Rasa McClure 10 years ago

2 1

Implemented

Pledged: £0
Create new account code from journal screen

Idea suggested by Jonathan Danan ACA 10 years ago

3 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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Display items in the description column in reports > other > transactions

Idea suggested by George oduro 10 years ago

1 1

Pledged: £0

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Explain mechanism - from statement to bank account scope.

Idea suggested by Roey Izhaki 10 years ago

explain

statements

1 2

Implemented

Pledged: £0
Staff Room Generic Absences

Idea suggested by Paul Levett 10 years ago

1 1

Pledged: £0

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Filters automatically on

Idea suggested by Kevin Doran 10 years ago

3 10

Implemented

Pledged: £0
Highrise integration?

Idea suggested by Chris Harman 10 years ago

0 2

Pledged: £0

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Option to add extra payroll categories

Idea suggested by Toni Coss 10 years ago

2 2

Implemented

Pledged: £0
Assets on balance sheet should be split into bfwd/additions/disposals

Idea suggested by Kevin Doran 10 years ago

3 2

Pledged: £0

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The addition of a delete button in edit view.

Idea suggested by Daniel Dainty 10 years ago

1 1

Pledged: £0

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Ability to pause reminders on individual invoice

Idea suggested by Christophe Lamarliere 10 years ago

reminders

invoice

3 1

Pledged: £0

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Create a toggle feature where customer/suppliers with zero balances that haven't been used in say 12 months get auto archived.

Idea suggested by Kevin Doran 10 years ago

3 8

Pledged: £0

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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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Teamwork Integration

Idea suggested by Hannah Rowbotham 10 years ago

3 5

Pledged: £0

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Payroll Invoices

Idea suggested by Dave Freel 10 years ago

1 3

Pledged: £0

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Spell check does not work properly when entering lines on invoice

Idea suggested by Steven Gosling 10 years ago

0 1

Implemented

Pledged: £0
Manage Money - Money In & Money Out headings

Idea suggested by Paul Scholes 10 years ago

6 12

Implemented

Pledged: £0
Only a really silly thing re transfers

Idea suggested by Kevin Doran 10 years ago

4 3

Pledged: £0

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Full P&L overhaul

Idea suggested by Kevin Doran 11 years ago

4 9

Pledged: £0

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Account Codes - Drop Down List Ordering A-Z

Idea suggested by Derek Gillanders 10 years ago

purchase

AccountCodes

0 7

Pledged: £0

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Different Brands / Invoicing

Idea suggested by Stephen Rippingale-Peters 10 years ago

Brand

invoice

Identity

themes

InvoiceTheme

MultipleCompanies

multipleBrands

banking

BankAccounts

0 1

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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Ability to unsubscribe from community post updates

Idea suggested by Kevin Doran 10 years ago

4 1

Pledged: £0

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Bulk Email

Idea suggested by Samuel Hayhurst 11 years ago

1 1

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

Idea suggested by Phil Cockayne 11 years ago

0 5

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
Projects - Filtering Lists

Idea suggested by Derek Gillanders 11 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 11 years ago

2 2

Pledged: £0

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Display who raised a Purchase Order

Idea suggested by David Foster 11 years ago

3 4

Implemented

Pledged: £0
Approval process for Purchase Orders

Idea suggested by Lucy Newell 11 years ago

2 3

Implemented

Pledged: £0
setting off overpayment against amount received to repay this

Idea suggested by Martin Briggs 11 years ago

1 4

Pledged: £0

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Dates in Reports

Idea suggested by SM Stewart 11 years ago

1 1

Pledged: £0

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Searching by bill due date.

Idea suggested by Ade Rishman Adebayo 11 years ago

1 1

Pledged: £0

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Link to PO on Bill

Idea suggested by Lucy Newell 11 years ago

3 2

Implemented

Pledged: £0
Ability to export PDF Invoices in Bulk

Idea suggested by Andy Gambles 11 years ago

invoice

PDF

3 1

Pledged: £0

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Feature to create a request for payment on CBs

Idea suggested by Graham Brown 11 years ago

2 3

Implemented

Pledged: £0
Ability to enter invoices in batches

Idea suggested by Shirley Martin 11 years ago

0 1

Pledged: £0

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Email templates

Idea suggested by Steve Berridge 11 years ago

0 1

Pledged: £0

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Marketing emails

Idea suggested by tristan merry-howe 11 years ago

1 1

Pledged: £0

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Freetext field for budget assumptions and notes

Idea suggested by Nel Hargrave 11 years ago

0 1

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

Idea suggested by Tom Trainer 11 years ago

1 1

Pledged: £0

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Subtotals on pdf VAT report

Idea suggested by Stephen Youngs FCCA 11 years ago

1 2

Pledged: £0

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Display bill ref when when explaining transactions

Idea suggested by Kevin Doran 11 years ago

0 5

Implemented

Pledged: £0
Make attachment upload process easier

Idea suggested by Kevin Doran 11 years ago

2 1

Pledged: £0

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VAT alerts when FRS applicable

Idea suggested by Stephen Youngs FCCA 11 years ago

VAT

FRS

rent

1 6

Pledged: £0

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Staffroom and Date Selection

Idea suggested by Jim McAtear 11 years ago

0 0

Implemented

Pledged: £0
Auto Reminders - date of first reminder and manual approval

Idea suggested by Kevin Doran 11 years ago

3 4

Pledged: £0

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Payroll

Idea suggested by Kathryn Herring 11 years ago

0 1

Pledged: £0

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