Customer and supplier list improvements

Think bigger please! The income report accessed through customers is OK as far as it goes except that there is no export function and if you set the contents to 100 per screen and do a print you get just 100 and not subsequent pages

Some of us have more than 100 customers!

It would be nice if you added after 10,25,100 an ALL option. Also, as I have a Mac anything you can print can be made into a pdf - however for the rest who dont they might appreciate an export function.

Staying on the topic of thinking bigger. whilst this report is a nice to have what about one of the most basic accounting reports which is NEEDED every week - namely a bills payable report!

As a company we have to sort you bills unpaid report screen, then paste it into a sheet so it can sort and sum it per supplier to produce this most basic accounting report.

Why is it missing from ClearBooks? Dont you think you loose potential customers because of gaps like these in your product?

Hi Andy

Thank you for your feedback.

You can find a bills payable report by going to Tools > Export and downloading the purchase ledger from the period you would like to see. Once you have opened up the csv file, you can filter them by paid and unpaid.

Regarding the income report not having an 'export' function, there is a way around this but it would be great if you could add this as an 'Idea' on our Community page - simply click the 'Idea' icon at the top of the page. The more people who show support for this new feature, the more we will prioritise implementing it.

In the mean time, if you want to export the income figures for customers, you can go to Tools>Export and specify 'from' and 'to' dates. Choose Sales ledger in the dropdown menu and check the box for the option to download. It will then download this data as a csv file.

Please let me know if I can help further on these points.

Chris

Chris

Thanks for reply. Yes we do create a bills payable using a copy & paste into a sheet and then enter the relevant date range to get the report we need. My point was that everyone needs a bills payable report so why does not it exist within clear books? You seem to be spending time with 'nice to have' extras that are not core accounting instead. another example - the debtors report does not allow you to sort it. Once again we have to export it to a sheet to get a basic accounting function. Also why don't you allow for those wanting to see complete reports on one page in this day of broadband connections. Even the reports that have an 'all' or 100 row options you don't remember this with persistent cookiesborbwithin the profile so it he to be reset every time you run a report.